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 7-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 | $97,298 | $111,754-12.9% | $103,333-5.8% | $145,922-33.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.42% | 24.77%-14.3pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $10,324 | $4,212+145.1% | $3,868+166.9% | $4,660+121.6% |
| Participant deferral / active EE | $7,273 | $5,619+29.4% | $5,057+43.8% | $6,688+8.8% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |