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 | $76,305 | $103,949-26.6% | $69,182+10.3% | $273,961-72.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.15% | 35.28%-29.1pp | -21.93%+28.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $15,236 | $2,716+460.9% | $1,897+703.2% | $5,287+188.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |