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 | $71,259 | $175,202-59.3% | $149,673-52.4% | $139,434-48.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,126 | $5,474-24.6% | $4,818-14.4% | $4,751-13.2% |
| Participant deferral / active EE | $9,274 | $6,519+42.3% | $5,680+63.3% | $6,710+38.2% |
| Admin fee / account holder | $229 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |