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 5-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 | $92,320 | $106,584-13.4% | $101,326-8.9% | $142,382-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.71% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $11,420 | $3,956+188.7% | $3,665+211.6% | $4,299+165.6% |
| Participant deferral / active EE | $5,710 | $8,297-31.2% | $7,994-28.6% | $6,507-12.3% |
| Admin fee / account holder | $98 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |