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 6-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 | $102,750 | $112,096-8.3% | $95,952+7.1% | $158,922-35.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.52% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,965 | $3,198-38.6% | $2,541-22.7% | $4,761-58.7% |
| Participant deferral / active EE | $8,681 | $4,784+81.5% | $4,167+108.3% | $5,982+45.1% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |