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 | $100,677 | $181,894-44.7% | $156,549-35.7% | $273,961-63.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.82% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $10,067 | $6,248+61.1% | $5,501+83.0% | $4,869+106.8% |
| Participant deferral / active EE | $11,252 | $5,550+102.7% | $4,871+131.0% | $5,287+112.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |