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 | $86,495 | $157,256-45.0% | $141,162-38.7% | $152,861-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.37% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $10,689 | $5,261+103.2% | $4,735+125.7% | $4,762+124.5% |
| Participant deferral / active EE | $4,140 | $7,109-41.8% | $6,709-38.3% | $5,850-29.2% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |