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 | $119,360 | $111,754+6.8% | $103,333+15.5% | $145,922-18.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,726 | $4,212+107.2% | $3,868+125.6% | $4,660+87.3% |
| Participant deferral / active EE | $7,554 | $5,619+34.4% | $5,057+49.4% | $6,688+12.9% |
| Admin fee / account holder | $84 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |