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 | $98,802 | $105,181-6.1% | $159,436-38.0% | $85,850+15.1% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,656 | $3,318-50.1% | $4,829-65.7% | $2,565-35.4% |
| Participant deferral / active EE | $5,322 | $5,945-10.5% | $7,352-27.6% | $3,952+34.7% |
| Admin fee / account holder | $5 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |