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 | $132,528 | $82,032+61.6% | $123,104+7.7% | $59,632+122.2% |
| Participation rate | 97.2% | 83.2%+14.0pp | 86.8%+10.4pp | 68.7%+28.6pp |
| Annual return | 1.41% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $30,073 | $3,297+812.2% | $5,151+483.8% | $2,203+1265.3% |
| Participant deferral / active EE | $15,858 | $4,667+239.8% | $6,230+154.6% | $3,192+396.8% |
| Admin fee / account holder | $7 | $5,881-99.9% | $9,015-99.9% | $4,297-99.8% |