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 | $87,827 | $111,754-21.4% | $103,333-15.0% | $145,922-39.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 24.77%-10.9pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $21,630 | $4,212+413.5% | $3,868+459.2% | $4,660+364.2% |
| Participant deferral / active EE | $12,617 | $5,619+124.6% | $5,057+149.5% | $6,688+88.7% |
| Admin fee / account holder | -$36 | $9,750-100.4% | $8,355-100.4% | $13,397-100.3% |