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 | $102,116 | $76,312+33.8% | $67,221+51.9% | $158,922-35.7% |
| Participation rate | 87.5% | 84.3%+3.2pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 9.14% | 22.77%-13.6pp | 20.72%-11.6pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,145 | $4,476-29.7% | $3,723-15.5% | $4,761-33.9% |
| Participant deferral / active EE | $7,444 | $5,264+41.4% | $4,384+69.8% | $5,982+24.4% |
| Admin fee / account holder | $20 | $8,005-99.8% | $5,844-99.7% | $11,246-99.8% |