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 8-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 | $101,048 | $180,028-43.9% | $138,135-26.8% | $158,922-36.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 21.73% | 21.68%0pp | 20.51%+1.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $5,814 | $7,470-22.2% | $5,587+4.1% | $4,761+22.1% |
| Participant deferral / active EE | $12,606 | $7,717+63.3% | $6,431+96.0% | $5,982+110.7% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |