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 | $92,618 | $107,452-13.8% | $91,541+1.2% | $142,382-35.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.19% | 22.06%-10.9pp | 20.50%-9.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,308 | $2,994-22.9% | $2,505-7.8% | $4,299-46.3% |
| Participant deferral / active EE | $5,138 | $4,754+8.1% | $4,008+28.2% | $6,507-21.0% |
| Admin fee / account holder | $211 | $8,834-97.6% | $6,956-97.0% | $12,624-98.3% |