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 9-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 | $87,232 | $127,065-31.3% | $113,168-22.9% | $142,382-38.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.86% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,206 | $3,442+80.3% | $2,975+108.6% | $4,299+44.4% |
| Participant deferral / active EE | $19,148 | $5,716+235.0% | $5,107+274.9% | $6,507+194.3% |
| Admin fee / account holder | $167 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |