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 | $98,157 | $104,974-6.5% | $95,585+2.7% | $142,382-31.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.74% | 210.33%-196.6pp | 38.56%-24.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,726 | $2,779+106.1% | $2,527+126.6% | $4,299+33.2% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $263 | $6,386-95.9% | $6,127-95.7% | $12,624-97.9% |