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 | $95,433 | $88,751+7.5% | $81,812+16.7% | $145,922-34.6% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 14.59% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,123 | $3,083+1.3% | $2,912+7.2% | $4,660-33.0% |
| Participant deferral / active EE | $9,613 | $4,643+107.0% | $4,319+122.6% | $6,688+43.7% |
| Admin fee / account holder | $4 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |