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 7-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 | $88,719 | $117,983-24.8% | $101,794-12.8% | $142,382-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.44% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,588 | $2,773-6.7% | $2,289+13.0% | $4,299-39.8% |
| Participant deferral / active EE | $13,360 | $4,714+183.4% | $4,084+227.1% | $6,507+105.3% |
| Admin fee / account holder | $230 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |