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 | $98,409 | $100,773-2.3% | $88,946+10.6% | $142,382-30.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.34% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,886 | $2,918+136.0% | $2,555+169.5% | $4,299+60.2% |
| Participant deferral / active EE | $12,696 | $5,230+142.7% | $4,581+177.1% | $6,507+95.1% |
| Admin fee / account holder | -$4 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |