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 | $99,387 | $114,381-13.1% | $107,525-7.6% | $142,382-30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.55% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,382 | $4,015+9.1% | $3,754+16.7% | $4,299+1.9% |
| Participant deferral / active EE | $9,564 | $5,564+71.9% | $5,116+87.0% | $6,507+47.0% |
| Admin fee / account holder | $120 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |