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 | $136,480 | $153,311-11.0% | $109,313+24.9% | $273,961-50.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.50% | 29.86%-20.4pp | 22.07%-12.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $25,000 | $5,619+344.9% | $3,892+542.3% | $4,869+413.5% |
| Participant deferral / active EE | $24,000 | $3,932+510.4% | $3,166+657.9% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |