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 | $86,585 | $88,751-2.4% | $81,812+5.8% | $145,922-40.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.90% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,553 | $3,083-49.6% | $2,912-46.7% | $4,660-66.7% |
| Participant deferral / active EE | $4,175 | $4,643-10.1% | $4,319-3.3% | $6,688-37.6% |
| Admin fee / account holder | $62 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |