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 6-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 | $91,772 | $95,266-3.7% | $82,389+11.4% | $142,382-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.39% | 25.74%-10.3pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,294 | $2,991+10.1% | $2,517+30.9% | $4,299-23.4% |
| Participant deferral / active EE | $14,540 | $4,809+202.4% | $4,155+250.0% | $6,507+123.4% |
| Admin fee / account holder | $278 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |