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 | $112,949 | $98,750+14.4% | $149,696-24.5% | $79,858+41.4% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 14.23% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $4,644-55.8% | $2,471-16.9% |
| Participant deferral / active EE | $9,164 | $5,680+61.3% | $6,842+33.9% | $3,740+145.0% |
| Admin fee / account holder | $198 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |