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 | $82,999 | $89,753-7.5% | $107,525-22.8% | $84,808-2.1% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 19.38% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,397 | $3,113-23.0% | $3,754-36.1% | $2,631-8.9% |
| Participant deferral / active EE | $8,204 | $4,056+102.3% | $5,116+60.4% | $4,212+94.8% |
| Admin fee / account holder | $287 | $7,222-96.0% | $8,919-96.8% | $7,344-96.1% |