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 | $101,534 | $153,772-34.0% | $133,980-24.2% | $273,961-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.63% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,471 | $6,029+57.1% | $5,211+81.7% | $4,869+94.5% |
| Participant deferral / active EE | $10,388 | $6,958+49.3% | $6,282+65.4% | $5,287+96.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |