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 | $98,547 | $94,338+4.5% | $100,534-2.0% | $142,382-30.8% |
| Participation rate | 95.0% | 81.7%+13.3pp | 80.6%+14.4pp | 80.1%+14.9pp |
| Annual return | 15.96% | 29.20%-13.2pp | 32.66%-16.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,681 | $4,237+81.3% | $4,346+76.7% | $4,299+78.7% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $160 | $8,421-98.1% | $7,654-97.9% | $12,624-98.7% |