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 | $76,590 | $152,587-49.8% | $125,175-38.8% | $152,861-49.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.45% | 54.84%-39.4pp | 43.79%-28.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,351 | $4,946-52.5% | $3,865-39.2% | $4,762-50.6% |
| Participant deferral / active EE | $6,683 | $5,868+13.9% | $4,937+35.4% | $5,850+14.2% |
| Admin fee / account holder | $105 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |