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 | $106,969 | $111,754-4.3% | $103,333+3.5% | $145,922-26.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.93% | 24.77%-8.8pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,062 | $4,212-51.1% | $3,868-46.7% | $4,660-55.7% |
| Participant deferral / active EE | $11,634 | $5,619+107.1% | $5,057+130.0% | $6,688+74.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |