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 7-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 | $109,991 | $118,450-7.1% | $98,439+11.7% | $139,434-21.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.53% | 18.94%-0.4pp | 21.16%-2.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,184 | $3,609-39.5% | $3,048-28.3% | $4,751-54.0% |
| Participant deferral / active EE | $11,925 | $5,392+121.2% | $4,738+151.7% | $6,710+77.7% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |