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 | $85,152 | $153,772-44.6% | $133,980-36.4% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.24% | 36.51%-16.3pp | 29.30%-9.1pp | 41.45%-21.2pp |
| Employer contribution / active EE | $19,286 | $6,029+219.9% | $5,211+270.1% | $4,869+296.1% |
| Participant deferral / active EE | $15,713 | $6,958+125.8% | $6,282+150.1% | $5,287+197.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |