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 | $103,701 | $106,515-2.6% | $96,683+7.3% | $139,434-25.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.49% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,164 | $4,103+1.5% | $3,737+11.4% | $4,751-12.4% |
| Participant deferral / active EE | $13,783 | $5,454+152.7% | $4,878+182.5% | $6,710+105.4% |
| Admin fee / account holder | $137 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |