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 | $110,260 | $90,503+21.8% | $78,689+40.1% | $273,961-59.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.25% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,935 | $3,176+23.9% | $2,851+38.0% | $4,869-19.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |