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 | $108,329 | $136,307-20.5% | $106,619+1.6% | $273,961-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 11.05%-5.1pp | 9.42%-3.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $15,500 | $5,190+198.7% | $3,947+292.7% | $4,869+218.4% |
| Participant deferral / active EE | $10,438 | $4,969+110.0% | $3,930+165.6% | $5,287+97.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |