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 | $87,814 | $124,281-29.3% | $109,143-19.5% | $167,490-47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.94% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $8,923 | $4,207+112.1% | $3,722+139.7% | $4,837+84.4% |
| Participant deferral / active EE | $6,500 | $5,255+23.7% | $4,653+39.7% | $6,341+2.5% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |