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 | $82,581 | $209,411-60.6% | $178,490-53.7% | $158,922-48.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.21% | 188.75%-168.5pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,355 | $5,706-58.7% | $5,011-53.0% | $4,761-50.5% |
| Participant deferral / active EE | $9,186 | $5,954+54.3% | $5,202+76.6% | $5,982+53.6% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |