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 | $106,242 | $111,754-4.9% | $103,333+2.8% | $145,922-27.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.06% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,625 | $4,212-37.7% | $3,868-32.1% | $4,660-43.7% |
| Participant deferral / active EE | $5,955 | $5,619+6.0% | $5,057+17.8% | $6,688-11.0% |
| Admin fee / account holder | $63 | $9,750-99.4% | $8,355-99.2% | $13,397-99.5% |