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 | $108,395 | $214,378-49.4% | $200,582-46.0% | $142,382-23.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.72% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $35,000 | $6,841+411.6% | $6,419+445.3% | $4,299+714.1% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |