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 | $105,777 | $157,256-32.7% | $141,162-25.1% | $152,861-30.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 29.86% | 64.32%-34.5pp | 71.39%-41.5pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,077 | $5,261-60.5% | $4,735-56.1% | $4,762-56.4% |
| Participant deferral / active EE | $8,225 | $7,109+15.7% | $6,709+22.6% | $5,850+40.6% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |