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 | $78,915 | $135,952-42.0% | $123,892-36.3% | $273,961-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.58% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $12,150 | $5,170+135.0% | $4,617+163.2% | $4,869+149.6% |
| Participant deferral / active EE | $5,072 | $6,343-20.0% | $5,984-15.3% | $5,287-4.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |