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 | $103,552 | $214,378-51.7% | $200,582-48.4% | $142,382-27.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.73% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,659 | $6,841-75.8% | $6,419-74.2% | $4,299-61.4% |
| Participant deferral / active EE | $3,972 | $9,865-59.7% | $9,331-57.4% | $6,507-39.0% |
| Admin fee / account holder | $87 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |