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 | $93,197 | $94,625-1.5% | $116,228-19.8% | $84,808+9.9% |
| Participation rate | 91.2% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.9pp |
| Annual return | 13.34% | 20.40%-7.1pp | 90.06%-76.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,143 | $3,972-20.9% | $4,953-36.5% | $4,212-25.4% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |