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 6-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 | $96,813 | $111,754-13.4% | $103,333-6.3% | $145,922-33.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 15.18% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,871 | $4,212+134.3% | $3,868+155.2% | $4,660+111.8% |
| Participant deferral / active EE | $7,183 | $5,619+27.8% | $5,057+42.0% | $6,688+7.4% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |