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 | $117,029 | $157,256-25.6% | $141,162-17.1% | $152,861-23.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.31% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $6,229 | $5,261+18.4% | $4,735+31.6% | $4,762+30.8% |
| Participant deferral / active EE | $11,215 | $7,109+57.7% | $6,709+67.2% | $5,850+91.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |