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 | $86,013 | $90,503-5.0% | $78,689+9.3% | $273,961-68.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.06% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,082 | $3,176+28.5% | $2,851+43.2% | $4,869-16.2% |
| Participant deferral / active EE | $9,809 | $3,901+151.4% | $3,517+178.9% | $5,287+85.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |