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 | $86,639 | $53,516+61.9% | $126,539-31.5% | $84,808+2.2% |
| Participation rate | 91.1% | 58.2%+32.9pp | 69.8%+21.3pp | 68.3%+22.8pp |
| Annual return | 18.19% | 58.34%-40.1pp | 425.95%-407.8pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,981 | $1,535+94.2% | $3,674-18.9% | $2,631+13.3% |
| Participant deferral / active EE | $3,803 | $2,671+42.4% | $4,083-6.8% | $4,212-9.7% |
| Admin fee / account holder | $71 | $4,497-98.4% | $6,065-98.8% | $7,344-99.0% |