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 | $87,757 | $179,726-51.2% | $156,263-43.8% | $142,382-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.81% | 77.86%-64.0pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,019 | $5,069-1.0% | $4,333+15.8% | $4,299+16.7% |
| Participant deferral / active EE | $5,534 | $6,956-20.4% | $6,158-10.1% | $6,507-14.9% |
| Admin fee / account holder | $233 | $17,272-98.6% | $14,255-98.4% | $12,624-98.2% |