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 | $90,383 | $140,940-35.9% | $112,229-19.5% | $139,434-35.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.11% | 32.71%-21.6pp | 30.20%-19.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,109 | $4,283-27.4% | $3,430-9.4% | $4,751-34.6% |
| Participant deferral / active EE | $20,000 | $5,874+240.5% | $4,798+316.9% | $6,710+198.1% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |