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 | $66,845 | $65,041+2.8% | $90,951-26.5% | $79,858-16.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.80% | 30.45%-15.7pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,091 | $1,247+147.8% | $2,122+45.7% | $2,471+25.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $278 | $4,536-93.9% | $5,959-95.3% | $5,306-94.8% |