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 | $109,892 | $153,772-28.5% | $133,980-18.0% | $273,961-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.48% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $9,712 | $6,029+61.1% | $5,211+86.4% | $4,869+99.5% |
| Participant deferral / active EE | $19,424 | $6,958+179.1% | $6,282+209.2% | $5,287+267.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |