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 | $95,470 | $165,912-42.5% | $122,332-22.0% | $147,584-35.3% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 12.98% | 34.55%-21.6pp | 30.27%-17.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,616 | $5,754-54.5% | $4,050-35.4% | $4,876-46.3% |
| Participant deferral / active EE | $4,559 | $4,005+13.8% | $3,287+38.7% | $5,439-16.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |