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 | $84,873 | $90,600-6.3% | $79,464+6.8% | $135,375-37.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 1.79% | 977.43%-975.6pp | 718.14%-716.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $1,273 | $3,068-58.5% | $2,800-54.6% | $4,779-73.4% |
| Participant deferral / active EE | $6,201 | $4,050+53.1% | $3,704+67.4% | $5,609+10.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |