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 | $89,597 | $106,584-15.9% | $101,326-11.6% | $142,382-37.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.62% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,761 | $3,956-4.9% | $3,665+2.6% | $4,299-12.5% |
| Participant deferral / active EE | $8,847 | $8,297+6.6% | $7,994+10.7% | $6,507+36.0% |
| Admin fee / account holder | $115 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |