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 | $123,177 | $105,630+16.6% | $87,507+40.8% | $273,961-55.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.11% | 12.25%-3.1pp | 12.21%-3.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $37,791 | $3,141+1103.3% | $2,550+1382.2% | $4,869+676.2% |
| Participant deferral / active EE | $21,000 | $3,601+483.2% | $3,149+566.9% | $5,287+297.2% |
| Admin fee / account holder | $279 | $4,781-94.2% | $4,221-93.4% | $10,132-97.2% |