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 | $93,569 | $99,652-6.1% | $78,778+18.8% | $147,584-36.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 12.51% | 47.28%-34.8pp | 35.62%-23.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,879 | $2,796-32.8% | $1,986-5.4% | $4,876-61.5% |
| Participant deferral / active EE | $6,887 | $3,664+88.0% | $2,958+132.8% | $5,439+26.6% |
| Admin fee / account holder | $257 | $7,155-96.4% | $5,134-95.0% | $10,885-97.6% |