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 | $96,981 | $91,190+6.4% | $178,490-45.7% | $79,858+21.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.98% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,340 | $3,256+2.6% | $5,011-33.3% | $2,471+35.2% |
| Participant deferral / active EE | $3,390 | $3,236+4.8% | $5,202-34.8% | $3,740-9.4% |
| Admin fee / account holder | $18 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |