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 | $106,137 | $109,817-3.4% | $98,442+7.8% | $167,490-36.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.71% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,693 | $3,224-16.5% | $2,960-9.0% | $4,837-44.3% |
| Participant deferral / active EE | $2,320 | $4,673-50.4% | $4,276-45.8% | $6,341-63.4% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |