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 | $96,194 | $97,744-1.6% | $103,476-7.0% | $145,922-34.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 25.41%-14.0pp | 23.90%-12.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,110 | $4,677-33.5% | $4,672-33.4% | $4,660-33.2% |
| Participant deferral / active EE | $9,583 | $6,603+45.1% | $6,623+44.7% | $6,688+43.3% |
| Admin fee / account holder | $77 | $12,515-99.4% | $9,413-99.2% | $13,397-99.4% |