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 | $111,628 | $104,974+6.3% | $95,585+16.8% | $142,382-21.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.00% | 210.33%-199.3pp | 38.56%-27.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,493 | $2,779+25.7% | $2,527+38.3% | $4,299-18.7% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $178 | $6,386-97.2% | $6,127-97.1% | $12,624-98.6% |