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 | $92,140 | $127,065-27.5% | $113,168-18.6% | $142,382-35.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.40% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,620 | $3,442+34.2% | $2,975+55.3% | $4,299+7.5% |
| Participant deferral / active EE | $8,051 | $5,716+40.8% | $5,107+57.6% | $6,507+23.7% |
| Admin fee / account holder | $245 | $15,736-98.4% | $12,068-98.0% | $12,624-98.1% |