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 | $96,442 | $110,257-12.5% | $96,544-0.1% | $139,434-30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.75% | 26.32%-7.6pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,049 | $3,620-43.4% | $2,965-30.9% | $4,751-56.9% |
| Participant deferral / active EE | $1,993 | $5,548-64.1% | $4,851-58.9% | $6,710-70.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |