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 | $104,723 | $110,257-5.0% | $96,544+8.5% | $139,434-24.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.92% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,132 | $3,620-13.5% | $2,965+5.7% | $4,751-34.1% |
| Participant deferral / active EE | $8,790 | $5,548+58.4% | $4,851+81.2% | $6,710+31.0% |
| Admin fee / account holder | $276 | $11,591-97.6% | $8,252-96.7% | $11,403-97.6% |