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 | $229,569 | $575,287-60.1% | $143,843+59.6% | $575,287-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 100.0%0pp | 88.5%+11.5pp |
| Annual return | 18.16% | 7.52%+10.6pp | 15.90%+2.3pp | 7.52%+10.6pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $2,774-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $7,747-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $157-100.0% | $17,721-100.0% |