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 | $87,268 | $48,570+79.7% | $130,648-33.2% | $72,985+19.6% |
| Participation rate | 82.8% | 58.6%+24.2pp | 71.7%+11.0pp | 69.5%+13.3pp |
| Annual return | 25.48% | 38.63%-13.1pp | 1708.96%-1683.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $921 | $1,334-30.9% | $4,092-77.5% | $2,440-62.2% |
| Participant deferral / active EE | $3,369 | $2,384+41.3% | $3,603-6.5% | $3,607-6.6% |
| Admin fee / account holder | $76 | $3,549-97.8% | $5,464-98.6% | $5,124-98.5% |