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 | $104,137 | $100,773+3.3% | $88,946+17.1% | $142,382-26.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.16% | 70.18%-44.0pp | 57.82%-31.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,127 | $2,918+7.2% | $2,555+22.4% | $4,299-27.3% |
| Participant deferral / active EE | $13,724 | $5,230+162.4% | $4,581+199.6% | $6,507+110.9% |
| Admin fee / account holder | $235 | $9,693-97.6% | $8,261-97.1% | $12,624-98.1% |