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 | $99,194 | $57,354+73.0% | $83,848+18.3% | $64,186+54.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.30% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $4,643 | $2,545+82.4% | $3,631+27.9% | $2,381+95.0% |
| Participant deferral / active EE | $5,966 | $2,993+99.3% | $4,082+46.2% | $3,470+72.0% |
| Admin fee / account holder | $92 | $4,046-97.7% | $5,478-98.3% | $4,888-98.1% |