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 | $92,610 | $214,378-56.8% | $200,582-53.8% | $142,382-35.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.19% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,276 | $6,841-37.5% | $6,419-33.4% | $4,299-0.5% |
| Participant deferral / active EE | $3,112 | $9,865-68.5% | $9,331-66.6% | $6,507-52.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |