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 | $136,027 | $76,000+79.0% | $154,107-11.7% | $64,186+111.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | 0.25% | 30.32%-30.1pp | 735.12%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $3,460 | $3,351+3.2% | $5,298-34.7% | $2,381+45.3% |
| Participant deferral / active EE | $3,135 | $3,175-1.3% | $5,081-38.3% | $3,470-9.6% |
| Admin fee / account holder | $268 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |