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 | $93,177 | $71,829+29.7% | $69,780+33.5% | $142,382-34.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 20.60% | 31.01%-10.4pp | 26.31%-5.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $14,489 | $4,385+230.4% | $4,168+247.6% | $4,299+237.0% |
| Participant deferral / active EE | $7,644 | $6,819+12.1% | $6,164+24.0% | $6,507+17.5% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |