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 | $73,423 | $78,672-6.7% | $109,143-32.7% | $85,850-14.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.12% | 25.09%+3.0pp | 25.75%+2.4pp | 318.53%-290.4pp |
| Employer contribution / active EE | $2,742 | $2,735+0.3% | $3,722-26.3% | $2,565+6.9% |
| Participant deferral / active EE | $5,779 | $3,467+66.7% | $4,653+24.2% | $3,952+46.2% |
| Admin fee / account holder | $75 | $5,469-98.6% | $6,752-98.9% | $6,260-98.8% |