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 | $84,529 | $100,041-15.5% | $149,718-43.5% | $70,131+20.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.82% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,421 | $3,662-61.2% | $5,445-73.9% | $2,342-39.3% |
| Participant deferral / active EE | $5,765 | $4,983+15.7% | $6,569-12.2% | $3,332+73.0% |
| Admin fee / account holder | $223 | $8,286-97.3% | $11,283-98.0% | $4,645-95.2% |