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 | $97,986 | $118,680-17.4% | $98,907-0.9% | $158,922-38.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.25% | 372.35%-350.1pp | 196.43%-174.2pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,514 | $3,333-54.6% | $2,689-43.7% | $4,761-68.2% |
| Participant deferral / active EE | $2,908 | $5,088-42.8% | $4,244-31.5% | $5,982-51.4% |
| Admin fee / account holder | $194 | $10,131-98.1% | $6,642-97.1% | $11,246-98.3% |