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 | $73,394 | $85,022-13.7% | $70,515+4.1% | $139,434-47.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.75% | 30.38%-13.6pp | 32.77%-16.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $7,222 | $3,909+84.8% | $2,973+142.9% | $4,751+52.0% |
| Participant deferral / active EE | $6,095 | $5,890+3.5% | $4,567+33.5% | $6,710-9.2% |
| Admin fee / account holder | $18 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |