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 | $103,839 | $91,037+14.1% | $71,671+44.9% | $147,584-29.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.73% | 20.48%-3.8pp | 20.65%-3.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,933 | $3,327-41.9% | $2,460-21.4% | $4,876-60.4% |
| Participant deferral / active EE | $7,690 | $4,498+70.9% | $3,438+123.7% | $5,439+41.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |