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 | $134,597 | $99,652+35.1% | $78,778+70.9% | $147,584-8.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 20.47% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,877 | $2,796+38.7% | $1,986+95.2% | $4,876-20.5% |
| Participant deferral / active EE | $3,462 | $3,664-5.5% | $2,958+17.0% | $5,439-36.3% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |