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 | $98,160 | $102,616-4.3% | $81,983+19.7% | $158,922-38.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.58% | 61.04%-48.5pp | 41.31%-28.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,756 | $3,240+15.9% | $2,498+50.3% | $4,761-21.1% |
| Participant deferral / active EE | $9,411 | $4,648+102.5% | $3,722+152.9% | $5,982+57.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |