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 | $98,231 | $106,890-8.1% | $84,015+16.9% | $152,861-35.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 13.39% | 104.99%-91.6pp | 71.31%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,333 | $2,734-51.2% | $1,983-32.8% | $4,762-72.0% |
| Participant deferral / active EE | $6,186 | $4,011+54.2% | $3,239+91.0% | $5,850+5.7% |
| Admin fee / account holder | $126 | $8,285-98.5% | $6,101-97.9% | $11,596-98.9% |