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 | $92,889 | $214,378-56.7% | $200,582-53.7% | $142,382-34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.04% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,398 | $6,841-50.3% | $6,419-47.1% | $4,299-21.0% |
| Participant deferral / active EE | $10,671 | $9,865+8.2% | $9,331+14.4% | $6,507+64.0% |
| Admin fee / account holder | $208 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |