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 | $114,454 | $117,983-3.0% | $101,794+12.4% | $142,382-19.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.64% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,824 | $2,773+110.0% | $2,289+154.4% | $4,299+35.5% |
| Participant deferral / active EE | $6,592 | $4,714+39.8% | $4,084+61.4% | $6,507+1.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |