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 | $85,161 | $98,750-13.8% | $149,696-43.1% | $79,858+6.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 19.79% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,875 | $3,216+51.6% | $4,644+5.0% | $2,471+97.3% |
| Participant deferral / active EE | $4,808 | $5,680-15.4% | $6,842-29.7% | $3,740+28.6% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |