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 | $98,894 | $48,230+105.0% | $67,502+46.5% | $80,856+22.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.06% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $4,751 | $2,020+135.2% | $2,731+74.0% | $2,755+72.4% |
| Participant deferral / active EE | $9,545 | $2,924+226.5% | $4,000+138.6% | $4,296+122.2% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |