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 | $88,015 | $181,894-51.6% | $156,549-43.8% | $273,961-67.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.40% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $13,200 | $6,248+111.3% | $5,501+139.9% | $4,869+171.1% |
| Participant deferral / active EE | $10,544 | $5,550+90.0% | $4,871+116.5% | $5,287+99.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |