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 | $135,843 | $153,772-11.7% | $133,980+1.4% | $273,961-50.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.45% | 36.51%-25.1pp | 29.30%-17.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,466 | $6,029-42.5% | $5,211-33.5% | $4,869-28.8% |
| Participant deferral / active EE | $12,186 | $6,958+75.1% | $6,282+94.0% | $5,287+130.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |