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 | $93,293 | $140,588-33.6% | $123,104-24.2% | $125,391-25.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.31% | 16.80%-15.5pp | 13.22%-11.9pp | 282.22%-280.9pp |
| Employer contribution / active EE | $3,333 | $6,041-44.8% | $5,151-35.3% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |