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 | $95,343 | $106,890-10.8% | $84,015+13.5% | $152,861-37.6% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 21.86% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,736 | $2,734-36.5% | $1,983-12.5% | $4,762-63.6% |
| Participant deferral / active EE | $3,143 | $4,011-21.6% | $3,239-2.9% | $5,850-46.3% |
| Admin fee / account holder | $6 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |