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 | $87,680 | $238,490-63.2% | $180,183-51.3% | $142,382-38.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.10% | 33.56%-21.5pp | 27.86%-15.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,699 | $6,143-56.1% | $5,039-46.4% | $4,299-37.2% |
| Participant deferral / active EE | $7,705 | $7,996-3.6% | $6,822+12.9% | $6,507+18.4% |
| Admin fee / account holder | $241 | $28,866-99.2% | $19,975-98.8% | $12,624-98.1% |