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 | $84,780 | $107,934-21.5% | $91,989-7.8% | $152,861-44.5% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 28.39% | 89.24%-60.9pp | 69.02%-40.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $3,515 | $4,210-16.5% | $3,452+1.8% | $4,762-26.2% |
| Participant deferral / active EE | $10,355 | $6,364+62.7% | $5,923+74.8% | $5,850+77.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |