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 | $94,449 | $110,257-14.3% | $96,544-2.2% | $139,434-32.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.73% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,946 | $3,620+9.0% | $2,965+33.1% | $4,751-16.9% |
| Participant deferral / active EE | $8,459 | $5,548+52.5% | $4,851+74.4% | $6,710+26.1% |
| Admin fee / account holder | $279 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |