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 | $74,790 | $98,240-23.9% | $82,313-9.1% | $147,584-49.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.67% | 30.85%-13.2pp | 25.88%-8.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $14,023 | $3,192+339.4% | $2,428+477.5% | $4,876+187.6% |
| Participant deferral / active EE | $2,907 | $4,383-33.7% | $3,706-21.6% | $5,439-46.5% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |