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 | $169,363 | $135,952+24.6% | $123,892+36.7% | $273,961-38.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $28,654 | $5,170+454.3% | $4,617+520.6% | $4,869+488.5% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | -$89 | $9,817-100.9% | $8,357-101.1% | $10,132-100.9% |