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 | $113,289 | $116,175-2.5% | $93,606+21.0% | $152,861-25.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.18% | 35.96%-17.8pp | 32.76%-14.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,749 | $3,218+47.6% | $2,718+74.7% | $4,762-0.3% |
| Participant deferral / active EE | $3,304 | $4,603-28.2% | $4,069-18.8% | $5,850-43.5% |
| Admin fee / account holder | $222 | $10,748-97.9% | $7,888-97.2% | $11,596-98.1% |