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 | $114,673 | $69,977+63.9% | $108,579+5.6% | $62,891+82.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,299 | $2,135+7.7% | $3,758-38.8% | $2,281+0.8% |
| Participant deferral / active EE | $2,903 | $3,165-8.3% | $4,311-32.7% | $3,203-9.4% |
| Admin fee / account holder | $27 | $5,076-99.5% | $7,645-99.6% | $4,296-99.4% |