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 9-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 | $78,550 | $110,261-28.8% | $95,745-18.0% | $139,434-43.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.50% | 27.11%+0.4pp | 28.35%-0.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $9,391 | $3,257+188.3% | $2,835+231.3% | $4,751+97.7% |
| Participant deferral / active EE | $10,726 | $4,676+129.4% | $4,245+152.7% | $6,710+59.8% |
| Admin fee / account holder | $52 | $6,613-99.2% | $5,678-99.1% | $11,403-99.5% |