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 | $104,157 | $88,707+17.4% | $74,183+40.4% | $273,961-62.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.71% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,382 | $3,159+7.1% | $2,370+42.7% | $4,869-30.5% |
| Participant deferral / active EE | $2,245 | $4,212-46.7% | $3,550-36.8% | $5,287-57.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |