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 9-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 | $107,371 | $124,281-13.6% | $109,143-1.6% | $167,490-35.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.21% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,635 | $4,207-37.4% | $3,722-29.2% | $4,837-45.5% |
| Participant deferral / active EE | $6,608 | $5,255+25.8% | $4,653+42.0% | $6,341+4.2% |
| Admin fee / account holder | $153 | $7,970-98.1% | $6,752-97.7% | $12,309-98.8% |