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 | $67,563 | $105,859-36.2% | $90,160-25.1% | $147,584-54.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.23% | 37.63%-22.4pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $8,627 | $4,126+109.1% | $3,318+160.0% | $4,876+76.9% |
| Participant deferral / active EE | $3,847 | $5,733-32.9% | $5,288-27.2% | $5,439-29.3% |
| Admin fee / account holder | $291 | $8,046-96.4% | $5,943-95.1% | $10,885-97.3% |