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 | $98,472 | $102,828-4.2% | $105,387-6.6% | $152,861-35.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.45% | 20.85%+6.6pp | 26.82%+0.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,574 | $4,473-64.8% | $4,213-62.6% | $4,762-66.9% |
| Participant deferral / active EE | $2,847 | $5,465-47.9% | $5,502-48.3% | $5,850-51.3% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |