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 | $96,775 | $109,817-11.9% | $98,442-1.7% | $167,490-42.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 14.36% | 1956.69%-1942.3pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,378 | $3,224-57.3% | $2,960-53.5% | $4,837-71.5% |
| Participant deferral / active EE | $2,535 | $4,673-45.8% | $4,276-40.7% | $6,341-60.0% |
| Admin fee / account holder | $138 | $6,753-98.0% | $5,949-97.7% | $12,309-98.9% |