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 | $81,179 | $121,625-33.3% | $104,607-22.4% | $158,922-48.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.39% | 465.26%-457.9pp | 340.46%-333.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,455 | $3,163+40.9% | $2,681+66.2% | $4,761-6.4% |
| Participant deferral / active EE | $8,756 | $4,177+109.6% | $3,740+134.2% | $5,982+46.4% |
| Admin fee / account holder | $213 | $7,787-97.3% | $6,473-96.7% | $11,246-98.1% |