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 | $70,498 | $78,672-10.4% | $109,143-35.4% | $85,850-17.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.32% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,473 | $2,735+27.0% | $3,722-6.7% | $2,565+35.4% |
| Participant deferral / active EE | $4,745 | $3,467+36.8% | $4,653+2.0% | $3,952+20.1% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |