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 | $80,346 | $152,587-47.3% | $125,175-35.8% | $152,861-47.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.81% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,055 | $4,946+2.2% | $3,865+30.8% | $4,762+6.1% |
| Participant deferral / active EE | $7,151 | $5,868+21.9% | $4,937+44.9% | $5,850+22.2% |
| Admin fee / account holder | $237 | $13,434-98.2% | $9,702-97.6% | $11,596-98.0% |