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 | $86,590 | $197,591-56.2% | $177,821-51.3% | $158,922-45.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.48% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $10,486 | $6,697+56.6% | $5,918+77.2% | $4,761+120.2% |
| Participant deferral / active EE | $6,480 | $8,405-22.9% | $7,714-16.0% | $5,982+8.3% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |