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 | $103,398 | $78,694+31.4% | $67,652+52.8% | $125,391-17.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.36% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,581 | $3,044-15.2% | $2,266+13.9% | $4,866-47.0% |
| Participant deferral / active EE | $7,030 | $4,292+63.8% | $3,560+97.5% | $5,352+31.4% |
| Admin fee / account holder | $32 | $7,403-99.6% | $4,821-99.3% | $9,540-99.7% |