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 | $121,249 | $85,790+41.3% | $67,313+80.1% | $135,375-10.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 20.87% | -0.54%+21.4pp | -4.08%+25.0pp | 519.73%-498.9pp |
| Employer contribution / active EE | $53,000 | $3,487+1419.8% | $2,566+1965.8% | $4,779+1009.1% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $98 | $6,392-98.5% | $4,507-97.8% | $10,827-99.1% |