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 | $88,776 | $140,588-36.9% | $123,104-27.9% | $125,391-29.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.14% | 16.80%-15.7pp | 13.22%-12.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $19,889 | $6,041+229.2% | $5,151+286.1% | $4,866+308.7% |
| Participant deferral / active EE | $12,338 | $6,980+76.7% | $6,230+98.0% | $5,352+130.5% |
| Admin fee / account holder | $137 | $11,198-98.8% | $9,015-98.5% | $9,540-98.6% |