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 | $123,389 | $214,378-42.4% | $200,582-38.5% | $142,382-13.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.09% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,272 | $6,841-37.6% | $6,419-33.5% | $4,299-0.6% |
| Participant deferral / active EE | $7,604 | $9,865-22.9% | $9,331-18.5% | $6,507+16.9% |
| Admin fee / account holder | $223 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |