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 | $85,632 | $98,240-12.8% | $82,313+4.0% | $147,584-42.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.96% | 30.85%-12.9pp | 25.88%-7.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $11,972 | $3,192+275.1% | $2,428+393.0% | $4,876+145.5% |
| Participant deferral / active EE | $6,868 | $4,383+56.7% | $3,706+85.3% | $5,439+26.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |