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 | $82,715 | $84,233-1.8% | $170,442-51.5% | $70,131+17.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.72% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,764 | $3,387+11.1% | $5,433-30.7% | $2,342+60.7% |
| Participant deferral / active EE | $2,031 | $3,086-34.2% | $4,939-58.9% | $3,332-39.0% |
| Admin fee / account holder | $262 | $5,698-95.4% | $13,880-98.1% | $4,645-94.4% |