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 | $110,642 | $81,248+36.2% | $155,509-28.9% | $80,856+36.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.29% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,908 | $3,100-38.5% | $4,672-59.2% | $2,755-30.7% |
| Participant deferral / active EE | $6,182 | $3,452+79.1% | $5,626+9.9% | $4,296+43.9% |
| Admin fee / account holder | $37 | $7,997-99.5% | $15,912-99.8% | $6,918-99.5% |