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 | $98,019 | $127,065-22.9% | $113,168-13.4% | $142,382-31.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.84% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,633 | $3,442+121.8% | $2,975+156.6% | $4,299+77.6% |
| Participant deferral / active EE | $12,650 | $5,716+121.3% | $5,107+147.7% | $6,507+94.4% |
| Admin fee / account holder | $194 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |