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 | $88,881 | $104,974-15.3% | $95,585-7.0% | $142,382-37.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.07% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $913 | $2,779-67.1% | $2,527-63.9% | $4,299-78.8% |
| Participant deferral / active EE | $1,385 | $4,352-68.2% | $4,023-65.6% | $6,507-78.7% |
| Admin fee / account holder | $206 | $6,386-96.8% | $6,127-96.6% | $12,624-98.4% |