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 | $83,873 | $238,490-64.8% | $180,183-53.5% | $142,382-41.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.71% | 33.56%-16.8pp | 27.86%-11.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,761 | $6,143-38.8% | $5,039-25.4% | $4,299-12.5% |
| Participant deferral / active EE | $5,715 | $7,996-28.5% | $6,822-16.2% | $6,507-12.2% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |