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 6-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 | $98,053 | $99,877-1.8% | $84,966+15.4% | $145,922-32.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.63% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $13,972 | $3,231+332.4% | $2,727+412.3% | $4,660+199.8% |
| Participant deferral / active EE | $10,132 | $5,291+91.5% | $4,519+124.2% | $6,688+51.5% |
| Admin fee / account holder | $125 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |