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 | $78,806 | $115,770-31.9% | $101,248-22.2% | $158,922-50.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.38% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,683 | $4,175-35.7% | $3,660-26.7% | $4,761-43.7% |
| Participant deferral / active EE | $13,000 | $4,957+162.2% | $4,370+197.5% | $5,982+117.3% |
| Admin fee / account holder | $124 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |