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 | $80,035 | $63,355+26.3% | $91,989-13.0% | $72,985+9.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.87% | 35.35%-10.5pp | 69.02%-44.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $8,043 | $2,116+280.2% | $3,452+133.0% | $2,440+229.6% |
| Participant deferral / active EE | $7,109 | $4,883+45.6% | $5,923+20.0% | $3,607+97.1% |
| Admin fee / account holder | $3 | $4,668-99.9% | $7,743-100.0% | $5,124-99.9% |