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 | $78,638 | $211,958-62.9% | $169,463-53.6% | $135,375-41.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.47% | 3.26%+6.2pp | 1.83%+7.6pp | 519.73%-510.3pp |
| Employer contribution / active EE | $8,149 | $5,120+59.2% | $4,159+95.9% | $4,779+70.5% |
| Participant deferral / active EE | $1,596 | $6,075-73.7% | $5,277-69.7% | $5,609-71.5% |
| Admin fee / account holder | $2 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |