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 6-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 | $105,450 | $96,484+9.3% | $75,886+39.0% | $152,861-31.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.45% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,500 | $3,309-54.7% | $2,500-40.0% | $4,762-68.5% |
| Participant deferral / active EE | $6,888 | $4,553+51.3% | $3,603+91.2% | $5,850+17.7% |
| Admin fee / account holder | $48 | $8,078-99.4% | $5,418-99.1% | $11,596-99.6% |