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 | $97,551 | $127,386-23.4% | $115,037-15.2% | $125,391-22.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.33% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,817 | $5,166-64.8% | $4,608-60.6% | $4,866-62.7% |
| Participant deferral / active EE | $3,283 | $6,423-48.9% | $6,026-45.5% | $5,352-38.7% |
| Admin fee / account holder | $192 | $9,516-98.0% | $8,175-97.6% | $9,540-98.0% |