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 | $96,617 | $95,266+1.4% | $82,389+17.3% | $142,382-32.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.27% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,161 | $2,991+5.7% | $2,517+25.6% | $4,299-26.5% |
| Participant deferral / active EE | $10,100 | $4,809+110.0% | $4,155+143.1% | $6,507+55.2% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |