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 | $110,453 | $153,772-28.2% | $133,980-17.6% | $273,961-59.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.62% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,686 | $6,029-38.9% | $5,211-29.3% | $4,869-24.3% |
| Participant deferral / active EE | $9,900 | $6,958+42.3% | $6,282+57.6% | $5,287+87.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |