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 | $91,236 | $228,332-60.0% | $185,823-50.9% | $158,922-42.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.17% | 40.80%-21.6pp | 35.95%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,505 | $4,967-29.4% | $4,087-14.2% | $4,761-26.4% |
| Participant deferral / active EE | $10,215 | $6,415+59.2% | $5,632+81.4% | $5,982+70.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |