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 | $96,487 | $103,376-6.7% | $87,100+10.8% | $152,861-36.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.14% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,261 | $3,220-29.8% | $2,521-10.3% | $4,762-52.5% |
| Participant deferral / active EE | $16,172 | $4,778+238.5% | $4,049+299.4% | $5,850+176.4% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |