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 | $106,787 | $96,965+10.1% | $97,995+9.0% | $147,584-27.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 25.47% | 24.11%+1.4pp | 23.94%+1.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $10,266 | $4,536+126.3% | $4,158+146.9% | $4,876+110.5% |
| Participant deferral / active EE | $12,662 | $5,081+149.2% | $5,097+148.4% | $5,439+132.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |