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 | $106,708 | $74,888+42.5% | $71,209+49.9% | $142,382-25.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,193 | $2,854+117.0% | $2,721+127.6% | $4,299+44.1% |
| Participant deferral / active EE | $8,907 | $4,454+100.0% | $4,175+113.3% | $6,507+36.9% |
| Admin fee / account holder | $69 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |