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 | $76,689 | $124,281-38.3% | $109,143-29.7% | $167,490-54.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.27% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,719 | $4,207-11.6% | $3,722-0.1% | $4,837-23.1% |
| Participant deferral / active EE | $6,217 | $5,255+18.3% | $4,653+33.6% | $6,341-2.0% |
| Admin fee / account holder | $13 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |