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 | $98,653 | $108,919-9.4% | $100,391-1.7% | $145,922-32.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 16.73% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,007 | $8,445+30.3% | $8,082+36.2% | $6,688+64.6% |
| Admin fee / account holder | $129 | $9,689-98.7% | $7,899-98.4% | $13,397-99.0% |