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 | $106,157 | $110,257-3.7% | $96,544+10.0% | $139,434-23.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.08% | 26.32%-8.2pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $12,182 | $3,620+236.6% | $2,965+310.9% | $4,751+156.4% |
| Participant deferral / active EE | $10,907 | $5,548+96.6% | $4,851+124.8% | $6,710+62.5% |
| Admin fee / account holder | $9 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |