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 | $114,723 | $52,903+116.9% | $73,307+56.5% | $59,632+92.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.33% | 12.20%-10.9pp | 5.67%-4.3pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,072 | $4,069+24.6% | $4,991+1.6% | $3,192+58.9% |
| Admin fee / account holder | $20 | $3,834-99.5% | $5,637-99.7% | $4,297-99.5% |