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 | $81,119 | $90,503-10.4% | $78,689+3.1% | $273,961-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.72% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $14,286 | $3,176+349.8% | $2,851+401.1% | $4,869+193.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |