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 | $96,266 | $112,096-14.1% | $95,952+0.3% | $158,922-39.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.61% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,651 | $3,198+45.4% | $2,541+83.1% | $4,761-2.3% |
| Participant deferral / active EE | $11,579 | $4,784+142.0% | $4,167+177.9% | $5,982+93.6% |
| Admin fee / account holder | $26 | $10,130-99.7% | $6,795-99.6% | $11,246-99.8% |