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 | $69,960 | $49,227+42.1% | $70,449-0.7% | $79,858-12.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 20.15% | 30.06%-9.9pp | 109.03%-88.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,013 | $2,099-4.1% | $2,737-26.4% | $2,471-18.5% |
| Participant deferral / active EE | $2,013 | $2,768-27.3% | $3,709-45.7% | $3,740-46.2% |
| Admin fee / account holder | $18 | $2,878-99.4% | $3,845-99.5% | $5,306-99.7% |