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 | $118,038 | $109,817+7.5% | $98,442+19.9% | $167,490-29.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.65% | 1956.69%-1943.0pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $877 | $3,224-72.8% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $10,743 | $4,673+129.9% | $4,276+151.2% | $6,341+69.4% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |