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 | $92,764 | $100,773-7.9% | $88,946+4.3% | $142,382-34.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 19.16% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,991 | $2,918+36.8% | $2,555+56.2% | $4,299-7.2% |
| Participant deferral / active EE | $7,546 | $5,230+44.3% | $4,581+64.7% | $6,507+16.0% |
| Admin fee / account holder | $246 | $9,693-97.5% | $8,261-97.0% | $12,624-98.0% |