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 | $89,721 | $98,750-9.1% | $149,696-40.1% | $79,858+12.4% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $919 | $3,216-71.4% | $4,644-80.2% | $2,471-62.8% |
| Participant deferral / active EE | $3,879 | $5,680-31.7% | $6,842-43.3% | $3,740+3.7% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |