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 | $128,728 | $99,877+28.9% | $84,966+51.5% | $145,922-11.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 21.97% | 83.76%-61.8pp | 66.38%-44.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,379 | $3,231-57.3% | $2,727-49.4% | $4,660-70.4% |
| Participant deferral / active EE | $8,945 | $5,291+69.1% | $4,519+97.9% | $6,688+33.7% |
| Admin fee / account holder | $89 | $7,248-98.8% | $6,149-98.6% | $13,397-99.3% |