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 | $107,838 | $99,877+8.0% | $84,966+26.9% | $145,922-26.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 15.76% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,009 | $3,231-6.9% | $2,727+10.3% | $4,660-35.4% |
| Participant deferral / active EE | $6,335 | $5,291+19.7% | $4,519+40.2% | $6,688-5.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |