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 | $82,397 | $77,419+6.4% | $69,455+18.6% | $152,861-46.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.38% | 39.06%-31.7pp | 28.97%-21.6pp | 345.32%-337.9pp |
| Employer contribution / active EE | $923 | $3,315-72.2% | $2,779-66.8% | $4,762-80.6% |
| Participant deferral / active EE | $5,629 | $4,414+27.5% | $3,535+59.2% | $5,850-3.8% |
| Admin fee / account holder | $100 | $6,207-98.4% | $3,839-97.4% | $11,596-99.1% |