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 | $85,630 | $100,773-15.0% | $88,946-3.7% | $142,382-39.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.81% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $801 | $2,918-72.6% | $2,555-68.7% | $4,299-81.4% |
| Participant deferral / active EE | $2,290 | $5,230-56.2% | $4,581-50.0% | $6,507-64.8% |
| Admin fee / account holder | $277 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |