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 | $88,536 | $108,172-18.2% | $77,482+14.3% | $158,922-44.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.81% | 31.67%-20.9pp | 54.79%-44.0pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,437 | $1,325+8.4% | $986+45.6% | $4,761-69.8% |
| Participant deferral / active EE | $3,923 | $2,456+59.7% | $1,861+110.8% | $5,982-34.4% |
| Admin fee / account holder | $56 | $3,708-98.5% | $2,858-98.0% | $11,246-99.5% |