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 | $96,593 | $153,772-37.2% | $133,980-27.9% | $273,961-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.65% | 36.51%-25.9pp | 29.30%-18.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $10,047 | $6,029+66.6% | $5,211+92.8% | $4,869+106.4% |
| Participant deferral / active EE | $9,193 | $6,958+32.1% | $6,282+46.3% | $5,287+73.9% |
| Admin fee / account holder | $19 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |