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 | $92,617 | $181,894-49.1% | $156,549-40.8% | $273,961-66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.82% | 30.74%-10.9pp | 32.23%-12.4pp | 41.45%-21.6pp |
| Employer contribution / active EE | $7,631 | $6,248+22.1% | $5,501+38.7% | $4,869+56.7% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |