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 | $73,138 | $98,240-25.6% | $82,313-11.1% | $147,584-50.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 18.66% | 30.85%-12.2pp | 25.88%-7.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,547 | $3,192-51.5% | $2,428-36.3% | $4,876-68.3% |
| Participant deferral / active EE | $1,943 | $4,383-55.7% | $3,706-47.6% | $5,439-64.3% |
| Admin fee / account holder | $5 | $8,563-99.9% | $5,608-99.9% | $10,885-100.0% |