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 | $90,800 | $163,101-44.3% | $136,749-33.6% | $142,382-36.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,753 | $4,117-57.4% | $3,400-48.4% | $4,299-59.2% |
| Participant deferral / active EE | $4,382 | $5,585-21.5% | $4,692-6.6% | $6,507-32.7% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |