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 | $106,752 | $114,381-6.7% | $107,525-0.7% | $142,382-25.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 15.86% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,293 | $4,015-18.0% | $3,754-12.3% | $4,299-23.4% |
| Participant deferral / active EE | $5,158 | $5,564-7.3% | $5,116+0.8% | $6,507-20.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |