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 | $90,669 | $105,998-14.5% | $92,233-1.7% | $147,584-38.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.37% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,280 | $4,333-70.5% | $3,679-65.2% | $4,876-73.8% |
| Participant deferral / active EE | $2,197 | $4,478-50.9% | $3,897-43.6% | $5,439-59.6% |
| Admin fee / account holder | $104 | $6,332-98.4% | $5,194-98.0% | $10,885-99.0% |