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 | $92,670 | $109,413-15.3% | $156,263-40.7% | $84,808+9.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.48% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,996 | $2,907+37.5% | $4,333-7.8% | $2,631+51.9% |
| Participant deferral / active EE | $3,675 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $66 | $9,357-99.3% | $14,255-99.5% | $7,344-99.1% |