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 | $81,514 | $127,264-35.9% | $109,895-25.8% | $167,490-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.32% | 22.97%-13.6pp | 29.45%-20.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $8,693 | $3,322+161.6% | $2,842+205.8% | $4,837+79.7% |
| Participant deferral / active EE | $4,374 | $4,514-3.1% | $4,048+8.1% | $6,341-31.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |