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 | $76,576 | $95,561-19.9% | $77,163-0.8% | $139,434-45.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 54.92%-42.7pp | 37.87%-25.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,744 | $3,147-44.6% | $2,535-31.2% | $4,751-63.3% |
| Participant deferral / active EE | $5,585 | $4,624+20.8% | $3,833+45.7% | $6,710-16.8% |
| Admin fee / account holder | $134 | $8,295-98.4% | $5,472-97.6% | $11,403-98.8% |