See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,233 | $165,335-34.5% | $149,696-27.7% | $158,922-31.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.78% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $6,466 | $5,103+26.7% | $4,644+39.2% | $4,761+35.8% |
| Participant deferral / active EE | $3,233 | $7,181-55.0% | $6,842-52.7% | $5,982-46.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |