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 | $90,717 | $78,694+15.3% | $67,652+34.1% | $125,391-27.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | 0.27% | 9.46%-9.2pp | 6625.04%-6624.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,065 | $3,044-32.2% | $2,266-8.9% | $4,866-57.6% |
| Participant deferral / active EE | $2,065 | $4,292-51.9% | $3,560-42.0% | $5,352-61.4% |
| Admin fee / account holder | $10 | $7,403-99.9% | $4,821-99.8% | $9,540-99.9% |