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 | $144,799 | $63,355+128.6% | $91,989+57.4% | $72,985+98.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.00% | 35.35%-12.3pp | 69.02%-46.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,006 | $2,116+42.1% | $3,452-12.9% | $2,440+23.2% |
| Participant deferral / active EE | $6,569 | $4,883+34.5% | $5,923+10.9% | $3,607+82.1% |
| Admin fee / account holder | $4 | $4,668-99.9% | $7,743-100.0% | $5,124-99.9% |