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 6-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 | $102,959 | $117,841-12.6% | $102,423+0.5% | $145,922-29.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $10,626 | $3,615+194.0% | $3,023+251.5% | $4,660+128.0% |
| Participant deferral / active EE | $8,830 | $5,731+54.1% | $5,053+74.8% | $6,688+32.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |