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 7-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 | $65,320 | $100,773-35.2% | $88,946-26.6% | $142,382-54.1% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 18.10% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,501 | $2,918+54.3% | $2,555+76.2% | $4,299+4.7% |
| Participant deferral / active EE | $5,541 | $5,230+5.9% | $4,581+20.9% | $6,507-14.9% |
| Admin fee / account holder | $210 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |