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 | $109,753 | $111,754-1.8% | $103,333+6.2% | $145,922-24.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,235 | $4,212+24.3% | $3,868+35.3% | $4,660+12.3% |
| Participant deferral / active EE | $6,599 | $5,619+17.5% | $5,057+30.5% | $6,688-1.3% |
| Admin fee / account holder | $186 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |