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 | $81,091 | $89,355-9.2% | $141,162-42.6% | $72,985+11.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.50% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,693 | $3,114-45.7% | $4,735-64.3% | $2,440-30.6% |
| Participant deferral / active EE | $5,862 | $5,418+8.2% | $6,709-12.6% | $3,607+62.5% |
| Admin fee / account holder | $223 | $5,958-96.3% | $10,261-97.8% | $5,124-95.6% |