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 | $68,028 | $95,266-28.6% | $82,389-17.4% | $142,382-52.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.78% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,126 | $2,991+37.9% | $2,517+63.9% | $4,299-4.0% |
| Participant deferral / active EE | $6,257 | $4,809+30.1% | $4,155+50.6% | $6,507-3.8% |
| Admin fee / account holder | $176 | $8,563-97.9% | $7,231-97.6% | $12,624-98.6% |