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 | $95,985 | $70,669+35.8% | $169,368-43.3% | $75,163+27.7% |
| Participation rate | 93.3% | 64.8%+28.5pp | 77.1%+16.2pp | 67.2%+26.1pp |
| Annual return | 21.63% | 36.36%-14.7pp | 405.60%-384.0pp | 160.62%-139.0pp |
| Employer contribution / active EE | $5,530 | $2,211+150.1% | $4,013+37.8% | $2,670+107.1% |
| Participant deferral / active EE | $15,853 | $4,311+267.8% | $6,221+154.8% | $4,125+284.3% |
| Admin fee / account holder | $252 | $5,402-95.3% | $9,003-97.2% | $5,651-95.5% |