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 | $73,673 | $106,515-30.8% | $96,683-23.8% | $139,434-47.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.21% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,251 | $4,103+28.0% | $3,737+40.5% | $4,751+10.5% |
| Participant deferral / active EE | $7,876 | $5,454+44.4% | $4,878+61.5% | $6,710+17.4% |
| Admin fee / account holder | $127 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |