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 | $125,104 | $91,037+37.4% | $71,671+74.6% | $147,584-15.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.38% | 20.48%-9.1pp | 20.65%-9.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,934 | $3,327-41.9% | $2,460-21.4% | $4,876-60.3% |
| Participant deferral / active EE | $6,099 | $4,498+35.6% | $3,438+77.4% | $5,439+12.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |