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 | $97,923 | $153,772-36.3% | $133,980-26.9% | $273,961-64.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.86% | 36.51%-26.7pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,731 | $6,029+28.2% | $5,211+48.4% | $4,869+58.8% |
| Participant deferral / active EE | $12,393 | $6,958+78.1% | $6,282+97.3% | $5,287+134.4% |
| Admin fee / account holder | $40 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |