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 | $60,502 | $69,207-12.6% | $64,056-5.5% | $139,434-56.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.91% | 45.88%-30.0pp | 33.69%-17.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,127 | $3,182-33.2% | $2,747-22.6% | $4,751-55.2% |
| Participant deferral / active EE | $11,056 | $4,682+136.2% | $3,880+185.0% | $6,710+64.8% |
| Admin fee / account holder | $60 | $4,244-98.6% | $3,068-98.0% | $11,403-99.5% |