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 | $107,403 | $127,065-15.5% | $113,168-5.1% | $142,382-24.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.67% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,473 | $3,442+59.0% | $2,975+83.9% | $4,299+27.3% |
| Participant deferral / active EE | $6,505 | $5,716+13.8% | $5,107+27.4% | $6,5070% |
| Admin fee / account holder | $136 | $15,736-99.1% | $12,068-98.9% | $12,624-98.9% |