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 | $128,250 | $181,894-29.5% | $156,549-18.1% | $273,961-53.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.09% | 30.74%-19.7pp | 32.23%-21.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,839 | $6,248-70.6% | $5,501-66.6% | $4,869-62.2% |
| Participant deferral / active EE | $9,313 | $5,550+67.8% | $4,871+91.2% | $5,287+76.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |