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 | $96,432 | $163,101-40.9% | $136,749-29.5% | $142,382-32.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,574 | $4,117-37.5% | $3,400-24.3% | $4,299-40.1% |
| Participant deferral / active EE | $4,860 | $5,585-13.0% | $4,692+3.6% | $6,507-25.3% |
| Admin fee / account holder | $75 | $14,318-99.5% | $11,386-99.3% | $12,624-99.4% |