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 | $108,990 | $99,020+10.1% | $86,590+25.9% | $147,584-26.2% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 16.29% | 1312.34%-1296.0pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,775 | $3,132-11.4% | $2,839-2.3% | $4,876-43.1% |
| Participant deferral / active EE | $7,509 | $3,972+89.0% | $3,609+108.1% | $5,439+38.1% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |