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 | $140,070 | $106,515+31.5% | $96,683+44.9% | $139,434+0.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 25.48% | 38.43%-12.9pp | 35.69%-10.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,191 | $4,103-22.2% | $3,737-14.6% | $4,751-32.8% |
| Participant deferral / active EE | $12,280 | $5,454+125.2% | $4,878+151.7% | $6,710+83.0% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |