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 | $91,336 | $104,907-12.9% | $84,611+7.9% | $152,861-40.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.81% | 373.79%-352.0pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,389 | $3,302+123.8% | $2,652+178.6% | $4,762+55.2% |
| Participant deferral / active EE | $10,601 | $4,688+126.1% | $3,899+171.9% | $5,850+81.2% |
| Admin fee / account holder | $271 | $6,241-95.7% | $4,912-94.5% | $11,596-97.7% |