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 9-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 | $121,221 | $86,699+39.8% | $73,307+65.4% | $125,391-3.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.82% | 2.78%0pp | 5.67%-2.8pp | 282.22%-279.4pp |
| Employer contribution / active EE | $11,880 | $4,152+186.1% | $3,237+267.0% | $4,866+144.1% |
| Participant deferral / active EE | $9,350 | $5,550+68.5% | $4,991+87.3% | $5,352+74.7% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |