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 | $173,576 | $136,307+27.3% | $106,619+62.8% | $273,961-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.50% | 11.05%-3.5pp | 9.42%-1.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $10,181 | $5,190+96.2% | $3,947+158.0% | $4,869+109.1% |
| Participant deferral / active EE | $4,991 | $4,969+0.4% | $3,930+27.0% | $5,287-5.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |