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 | $88,557 | $89,355-0.9% | $141,162-37.3% | $72,985+21.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.88% | 111.85%-85.0pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $4,180 | $3,114+34.2% | $4,735-11.7% | $2,440+71.3% |
| Participant deferral / active EE | $7,897 | $5,418+45.8% | $6,709+17.7% | $3,607+118.9% |
| Admin fee / account holder | $279 | $5,958-95.3% | $10,261-97.3% | $5,124-94.6% |