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 | $91,687 | $185,822-50.7% | $169,993-46.1% | $139,434-34.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.77% | 60.50%-35.7pp | 53.37%-28.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,506 | $7,590-53.8% | $6,785-48.3% | $4,751-26.2% |
| Participant deferral / active EE | $14,032 | $11,622+20.7% | $10,408+34.8% | $6,710+109.1% |
| Admin fee / account holder | $222 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |