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 8-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 | $98,984 | $117,983-16.1% | $101,794-2.8% | $142,382-30.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.63% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,135 | $2,773-23.0% | $2,289-6.7% | $4,299-50.3% |
| Participant deferral / active EE | $10,688 | $4,714+126.7% | $4,084+161.7% | $6,507+64.2% |
| Admin fee / account holder | $66 | $10,433-99.4% | $8,777-99.2% | $12,624-99.5% |