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 | $122,350 | $72,400+69.0% | $67,502+81.3% | $145,922-16.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 7182.46%-7165.0pp | 3512.12%-3494.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,744 | $3,069+22.0% | $2,731+37.1% | $4,660-19.6% |
| Participant deferral / active EE | $5,191 | $4,783+8.5% | $4,000+29.8% | $6,688-22.4% |
| Admin fee / account holder | $21 | $5,539-99.6% | $3,998-99.5% | $13,397-99.8% |