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 | $96,333 | $96,635-0.3% | $86,612+11.2% | $139,434-30.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 14.93% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,738 | $3,263-46.8% | $3,022-42.5% | $4,751-63.4% |
| Participant deferral / active EE | $3,273 | $4,836-32.3% | $4,438-26.2% | $6,710-51.2% |
| Admin fee / account holder | $268 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |