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 | $99,583 | $106,515-6.5% | $96,683+3.0% | $139,434-28.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.19% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $8,123 | $4,103+98.0% | $3,737+117.4% | $4,751+71.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |