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 | $96,604 | $91,037+6.1% | $71,671+34.8% | $147,584-34.5% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 20.32% | 20.48%-0.2pp | 20.65%-0.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,158 | $3,327-35.2% | $2,460-12.3% | $4,876-55.8% |
| Participant deferral / active EE | $6,474 | $4,498+43.9% | $3,438+88.3% | $5,439+19.0% |
| Admin fee / account holder | $100 | $8,613-98.8% | $5,558-98.2% | $10,885-99.1% |