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 | $84,539 | $106,515-20.6% | $96,683-12.6% | $139,434-39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.15% | 38.43%-25.3pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,427 | $4,103-16.5% | $3,737-8.3% | $4,751-27.9% |
| Participant deferral / active EE | $8,813 | $5,454+61.6% | $4,878+80.7% | $6,710+31.3% |
| Admin fee / account holder | $155 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |