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 | $85,580 | $88,707-3.5% | $74,183+15.4% | $273,961-68.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $15,900 | $3,159+403.3% | $2,370+570.9% | $4,869+226.6% |
| Participant deferral / active EE | $12,000 | $4,212+184.9% | $3,550+238.1% | $5,287+127.0% |
| Admin fee / account holder | $204 | $8,717-97.7% | $5,586-96.3% | $10,132-98.0% |