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 | $99,651 | $115,770-13.9% | $101,248-1.6% | $158,922-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.34% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $943 | $4,175-77.4% | $3,660-74.2% | $4,761-80.2% |
| Participant deferral / active EE | $3,915 | $4,957-21.0% | $4,370-10.4% | $5,982-34.6% |
| Admin fee / account holder | $2 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |