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 | $69,398 | $76,738-9.6% | $56,411+23.0% | $145,922-52.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 12.75% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,206 | $1,380-12.6% | $1,039+16.1% | $4,660-74.1% |
| Participant deferral / active EE | $6,722 | $2,623+156.3% | $1,952+244.4% | $6,688+0.5% |
| Admin fee / account holder | $39 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |