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 | $149,987 | $176,377-15.0% | $134,143+11.8% | $158,922-5.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.70% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $69 | $5,040-98.6% | $3,704-98.1% | $4,761-98.6% |
| Participant deferral / active EE | $1,429 | $4,091-65.1% | $3,499-59.2% | $5,982-76.1% |
| Admin fee / account holder | $125 | $8,718-98.6% | $6,684-98.1% | $11,246-98.9% |