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 | $136,995 | $96,557+41.9% | $80,975+69.2% | $273,961-50.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.88% | 15.14%-11.3pp | 17.10%-13.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $9,300 | $4,868+91.0% | $3,714+150.4% | $4,869+91.0% |
| Participant deferral / active EE | $18,600 | $6,598+181.9% | $5,696+226.5% | $5,287+251.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |