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 | $71,588 | $81,632-12.3% | $70,449+1.6% | $158,922-55.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.33% | 208.40%-186.1pp | 109.03%-86.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,434 | $3,217-24.3% | $2,737-11.1% | $4,761-48.9% |
| Participant deferral / active EE | $5,972 | $4,554+31.1% | $3,709+61.0% | $5,982-0.2% |
| Admin fee / account holder | $156 | $6,193-97.5% | $3,845-95.9% | $11,246-98.6% |