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 | $74,137 | $77,314-4.1% | $177,989-58.3% | $80,856-8.3% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 12.74% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,350 | $2,292+2.5% | $3,949-40.5% | $2,755-14.7% |
| Participant deferral / active EE | $3,209 | $4,411-27.2% | $6,276-48.9% | $4,296-25.3% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |