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 | $104,286 | $57,354+81.8% | $83,848+24.4% | $64,186+62.5% |
| Participation rate | 82.5% | 68.6%+13.9pp | 76.1%+6.4pp | 69.6%+12.9pp |
| Annual return | -6.03% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,057 | $2,545+98.7% | $3,631+39.3% | $2,381+112.4% |
| Participant deferral / active EE | $9,556 | $2,993+219.3% | $4,082+134.1% | $3,470+175.4% |
| Admin fee / account holder | $182 | $4,046-95.5% | $5,478-96.7% | $4,888-96.3% |