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 | $89,329 | $157,256-43.2% | $141,162-36.7% | $152,861-41.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.56% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $15,485 | $5,261+194.3% | $4,735+227.0% | $4,762+225.2% |
| Participant deferral / active EE | $13,235 | $7,109+86.2% | $6,709+97.3% | $5,850+126.2% |
| Admin fee / account holder | $195 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |