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 | $129,333 | $116,175+11.3% | $93,606+38.2% | $152,861-15.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.10% | 35.96%-17.9pp | 32.76%-14.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $5,186 | $3,218+61.1% | $2,718+90.8% | $4,762+8.9% |
| Participant deferral / active EE | $10,008 | $4,603+117.4% | $4,069+146.0% | $5,850+71.1% |
| Admin fee / account holder | $196 | $10,748-98.2% | $7,888-97.5% | $11,596-98.3% |