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 | $81,073 | $100,852-19.6% | $90,404-10.3% | $158,922-49.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.23% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,372 | $3,689-35.7% | $3,262-27.3% | $4,761-50.2% |
| Participant deferral / active EE | $2,965 | $4,348-31.8% | $3,963-25.2% | $5,982-50.4% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |