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 | $111,490 | $135,952-18.0% | $123,892-10.0% | $273,961-59.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.41% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $53,000 | $5,170+925.2% | $4,617+1048.0% | $4,869+988.6% |
| Participant deferral / active EE | $8,484 | $6,343+33.8% | $5,984+41.8% | $5,287+60.5% |
| Admin fee / account holder | $170 | $9,817-98.3% | $8,357-98.0% | $10,132-98.3% |