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 | $92,679 | $100,852-8.1% | $90,404+2.5% | $158,922-41.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 14.37% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,989 | $3,689+8.1% | $3,262+22.3% | $4,761-16.2% |
| Participant deferral / active EE | $5,751 | $4,348+32.3% | $3,963+45.1% | $5,982-3.9% |
| Admin fee / account holder | $295 | $6,501-95.5% | $5,611-94.7% | $11,246-97.4% |