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 | $73,356 | $51,576+42.2% | $129,207-43.2% | $80,856-9.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.60% | 20.81%-4.2pp | 9417.33%-9400.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $709 | $1,584-55.2% | $4,153-82.9% | $2,755-74.3% |
| Participant deferral / active EE | $8,573 | $2,669+221.2% | $4,168+105.7% | $4,296+99.6% |
| Admin fee / account holder | $120 | $4,305-97.2% | $7,715-98.4% | $6,918-98.3% |