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 | $90,010 | $80,717+11.5% | $154,803-41.9% | $84,808+6.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.37% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,972 | $2,761+116.3% | $4,305+38.7% | $2,631+127.0% |
| Participant deferral / active EE | $5,462 | $3,303+65.4% | $5,540-1.4% | $4,212+29.7% |
| Admin fee / account holder | $211 | $6,746-96.9% | $14,329-98.5% | $7,344-97.1% |