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 | $98,927 | $86,699+14.1% | $73,307+34.9% | $125,391-21.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 16.93% | 2.78%+14.2pp | 5.67%+11.3pp | 282.22%-265.3pp |
| Employer contribution / active EE | $4,689 | $4,152+12.9% | $3,237+44.9% | $4,866-3.6% |
| Participant deferral / active EE | $9,438 | $5,550+70.1% | $4,991+89.1% | $5,352+76.4% |
| Admin fee / account holder | $32 | $7,771-99.6% | $5,637-99.4% | $9,540-99.7% |