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 | $91,053 | $99,652-8.6% | $78,778+15.6% | $147,584-38.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.02% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,777 | $2,796-36.4% | $1,986-10.5% | $4,876-63.6% |
| Participant deferral / active EE | $5,348 | $3,664+46.0% | $2,958+80.8% | $5,439-1.7% |
| Admin fee / account holder | $169 | $7,155-97.6% | $5,134-96.7% | $10,885-98.4% |