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 | $113,690 | $72,492+56.8% | $87,100+30.5% | $72,985+55.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.62% | 24.46%-6.8pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $5,233 | $1,894+176.3% | $2,521+107.6% | $2,440+114.5% |
| Participant deferral / active EE | $6,961 | $3,270+112.9% | $4,049+71.9% | $3,607+93.0% |
| Admin fee / account holder | $216 | $5,055-95.7% | $7,497-97.1% | $5,124-95.8% |