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 | $87,604 | $165,335-47.0% | $149,696-41.5% | $158,922-44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,605 | $5,103-49.0% | $4,644-43.9% | $4,761-45.3% |
| Participant deferral / active EE | $6,412 | $7,181-10.7% | $6,842-6.3% | $5,982+7.2% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |