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 9-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 | $99,988 | $162,781-38.6% | $133,956-25.4% | $158,922-37.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.64% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $9,045 | $4,975+81.8% | $3,919+130.8% | $4,761+90.0% |
| Participant deferral / active EE | $6,763 | $5,911+14.4% | $5,048+34.0% | $5,982+13.1% |
| Admin fee / account holder | -$2,234 | $11,736-119.0% | $8,927-125.0% | $11,246-119.9% |