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 | $127,952 | $183,963-30.4% | $162,163-21.1% | $152,861-16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.29% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,204 | $6,371-65.4% | $5,614-60.7% | $4,762-53.7% |
| Participant deferral / active EE | $8,222 | $8,034+2.3% | $7,298+12.7% | $5,850+40.5% |
| Admin fee / account holder | $82 | $13,121-99.4% | $10,843-99.2% | $11,596-99.3% |