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 | $88,370 | $152,587-42.1% | $125,175-29.4% | $152,861-42.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 39.75% | 54.84%-15.1pp | 43.79%-4.0pp | 345.32%-305.6pp |
| Employer contribution / active EE | $4,365 | $4,946-11.7% | $3,865+12.9% | $4,762-8.3% |
| Participant deferral / active EE | $6,085 | $5,868+3.7% | $4,937+23.3% | $5,850+4.0% |
| Admin fee / account holder | $50 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |