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 | $91,773 | $74,888+22.5% | $71,209+28.9% | $142,382-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.75% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,319 | $2,854+16.3% | $2,721+22.0% | $4,299-22.8% |
| Participant deferral / active EE | $22,408 | $4,454+403.1% | $4,175+436.7% | $6,507+244.4% |
| Admin fee / account holder | $300 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |