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 | $97,385 | $177,572-45.2% | $154,803-37.1% | $142,382-31.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,576 | $4,810-46.4% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $7,165 | $6,272+14.3% | $5,540+29.3% | $6,507+10.1% |
| Admin fee / account holder | $248 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |