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 | $100,128 | $104,974-4.6% | $95,585+4.8% | $142,382-29.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.59% | 210.33%-190.7pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,420 | $2,779-12.9% | $2,527-4.2% | $4,299-43.7% |
| Participant deferral / active EE | $5,228 | $4,352+20.1% | $4,023+30.0% | $6,507-19.7% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |