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 | $35,989 | $39,122-8.0% | $57,179-37.1% | $62,891-42.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.44% | 9.23%-0.8pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $5,411 | $1,874+188.7% | $2,682+101.7% | $2,281+137.3% |
| Participant deferral / active EE | $4,135 | $2,374+74.2% | $3,096+33.6% | $3,203+29.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |