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 | $91,075 | $89,355+1.9% | $141,162-35.5% | $72,985+24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $9,238 | $3,114+196.6% | $4,735+95.1% | $2,440+278.6% |
| Participant deferral / active EE | $5,576 | $5,418+2.9% | $6,709-16.9% | $3,607+54.6% |
| Admin fee / account holder | $282 | $5,958-95.3% | $10,261-97.3% | $5,124-94.5% |