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 | $81,063 | $98,750-17.9% | $149,696-45.8% | $79,858+1.5% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 20.37% | 27.43%-7.1pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,742 | $3,216-14.8% | $4,644-41.0% | $2,471+11.0% |
| Participant deferral / active EE | $5,148 | $5,680-9.4% | $6,842-24.8% | $3,740+37.6% |
| Admin fee / account holder | $98 | $6,053-98.4% | $9,309-98.9% | $5,306-98.2% |