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 | $102,685 | $105,859-3.0% | $90,160+13.9% | $147,584-30.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.81% | 37.63%-18.8pp | 34.88%-16.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,609 | $4,126-36.8% | $3,318-21.4% | $4,876-46.5% |
| Participant deferral / active EE | $4,843 | $5,733-15.5% | $5,288-8.4% | $5,439-11.0% |
| Admin fee / account holder | $25 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |