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 | $117,275 | $162,781-28.0% | $133,956-12.5% | $158,922-26.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.96% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,337 | $4,975-32.9% | $3,919-14.8% | $4,761-29.9% |
| Participant deferral / active EE | $12,380 | $5,911+109.4% | $5,048+145.3% | $5,982+106.9% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |