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 | $92,585 | $85,766+8.0% | $136,294-32.1% | $70,131+32.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.30% | 31.45%-12.2pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $6,441 | $2,966+117.1% | $4,695+37.2% | $2,342+175.0% |
| Participant deferral / active EE | $7,960 | $5,051+57.6% | $6,247+27.4% | $3,332+138.9% |
| Admin fee / account holder | $149 | $5,420-97.2% | $9,243-98.4% | $4,645-96.8% |