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 | $106,085 | $90,503+17.2% | $78,689+34.8% | $273,961-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 75.60%-65.2pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $11,046 | $3,176+247.8% | $2,851+287.5% | $4,869+126.9% |
| Participant deferral / active EE | $2,393 | $3,901-38.7% | $3,517-32.0% | $5,287-54.7% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |