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 | $96,247 | $85,766+12.2% | $136,294-29.4% | $70,131+37.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.70% | 31.45%-13.8pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,356 | $2,966-20.6% | $4,695-49.8% | $2,342+0.6% |
| Participant deferral / active EE | $4,037 | $5,051-20.1% | $6,247-35.4% | $3,332+21.2% |
| Admin fee / account holder | $256 | $5,420-95.3% | $9,243-97.2% | $4,645-94.5% |