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 4-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 | $89,874 | $100,773-10.8% | $88,946+1.0% | $142,382-36.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.03% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,049 | $2,918+73.1% | $2,555+97.6% | $4,299+17.4% |
| Participant deferral / active EE | $9,254 | $5,230+76.9% | $4,581+102.0% | $6,507+42.2% |
| Admin fee / account holder | $111 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |