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 | $92,871 | $96,557-3.8% | $80,975+14.7% | $273,961-66.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.99% | 15.14%-5.2pp | 17.10%-7.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,993 | $4,868+23.1% | $3,714+61.3% | $4,869+23.1% |
| Participant deferral / active EE | $11,324 | $6,598+71.6% | $5,696+98.8% | $5,287+114.2% |
| Admin fee / account holder | $40 | $7,492-99.5% | $5,516-99.3% | $10,132-99.6% |