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 | $98,165 | $107,334-8.5% | $92,893+5.7% | $152,861-35.8% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 28.13% | 145.58%-117.5pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,094 | $4,221-3.0% | $3,653+12.1% | $4,762-14.0% |
| Participant deferral / active EE | $6,289 | $4,845+29.8% | $4,236+48.5% | $5,850+7.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |