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 | $83,605 | $135,952-38.5% | $123,892-32.5% | $273,961-69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.21% | 56.63%-44.4pp | 47.52%-35.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $9,867 | $5,170+90.9% | $4,617+113.7% | $4,869+102.7% |
| Participant deferral / active EE | $4,202 | $6,343-33.8% | $5,984-29.8% | $5,287-20.5% |
| Admin fee / account holder | -$2,286 | $9,817-123.3% | $8,357-127.4% | $10,132-122.6% |