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 | $130,039 | $165,335-21.3% | $149,696-13.1% | $158,922-18.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.13% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,893 | $5,103-43.3% | $4,644-37.7% | $4,761-39.2% |
| Participant deferral / active EE | $10,057 | $7,181+40.0% | $6,842+47.0% | $5,982+68.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |