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 | $78,709 | $112,096-29.8% | $95,952-18.0% | $158,922-50.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.67% | 171.09%-151.4pp | 91.61%-71.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,795 | $3,198-12.6% | $2,541+10.0% | $4,761-41.3% |
| Participant deferral / active EE | $7,872 | $4,784+64.6% | $4,167+88.9% | $5,982+31.6% |
| Admin fee / account holder | $153 | $10,130-98.5% | $6,795-97.7% | $11,246-98.6% |