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 | $113,411 | $89,355+26.9% | $141,162-19.7% | $72,985+55.4% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 26.43% | 111.85%-85.4pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,064 | $3,114-1.6% | $4,735-35.3% | $2,440+25.6% |
| Participant deferral / active EE | $5,899 | $5,418+8.9% | $6,709-12.1% | $3,607+63.5% |
| Admin fee / account holder | $244 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |