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 | $73,930 | $167,484-55.9% | $151,611-51.2% | $134,475-45.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.40% | 7.80%-8.2pp | 3.33%-3.7pp | 417.96%-418.4pp |
| Employer contribution / active EE | $9,778 | $6,829+43.2% | $6,166+58.6% | $4,740+106.3% |
| Participant deferral / active EE | $15,484 | $8,986+72.3% | $8,363+85.1% | $6,400+141.9% |
| Admin fee / account holder | $243 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |