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 | $80,748 | $77,419+4.3% | $69,455+16.3% | $152,861-47.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.85% | 39.06%-21.2pp | 28.97%-11.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,257 | $3,315-62.1% | $2,779-54.8% | $4,762-73.6% |
| Participant deferral / active EE | $4,622 | $4,414+4.7% | $3,535+30.7% | $5,850-21.0% |
| Admin fee / account holder | $283 | $6,207-95.4% | $3,839-92.6% | $11,596-97.6% |