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 | $134,843 | $124,185+8.6% | $108,410+24.4% | $167,490-19.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.18% | 1379.64%-1369.5pp | 905.27%-895.1pp | 478.56%-468.4pp |
| Employer contribution / active EE | $700 | $4,187-83.3% | $3,558-80.3% | $4,837-85.5% |
| Participant deferral / active EE | $4,733 | $6,908-31.5% | $6,563-27.9% | $6,341-25.4% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |