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 | $101,163 | $105,859-4.4% | $90,160+12.2% | $147,584-31.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.71% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,700 | $4,126-34.6% | $3,318-18.6% | $4,876-44.6% |
| Participant deferral / active EE | $6,662 | $5,733+16.2% | $5,288+26.0% | $5,439+22.5% |
| Admin fee / account holder | $254 | $8,046-96.8% | $5,943-95.7% | $10,885-97.7% |