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 | $160,083 | $88,751+80.4% | $81,812+95.7% | $145,922+9.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.04% | 1025.40%-1014.4pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $853 | $3,083-72.3% | $2,912-70.7% | $4,660-81.7% |
| Participant deferral / active EE | $6,313 | $4,643+36.0% | $4,319+46.2% | $6,688-5.6% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |