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 | $85,643 | $115,770-26.0% | $101,248-15.4% | $158,922-46.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.09% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,945 | $4,175-5.5% | $3,660+7.8% | $4,761-17.1% |
| Participant deferral / active EE | $7,792 | $4,957+57.2% | $4,370+78.3% | $5,982+30.3% |
| Admin fee / account holder | $218 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |