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 | $78,055 | $197,591-60.5% | $177,821-56.1% | $158,922-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.30% | 58.76%-39.5pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,539 | $6,697-47.2% | $5,918-40.2% | $4,761-25.7% |
| Participant deferral / active EE | $8,810 | $8,405+4.8% | $7,714+14.2% | $5,982+47.3% |
| Admin fee / account holder | $297 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |