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 5-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 | $100,542 | $114,381-12.1% | $107,525-6.5% | $142,382-29.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.49% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $10,000 | $4,015+149.1% | $3,754+166.4% | $4,299+132.6% |
| Participant deferral / active EE | $12,456 | $5,564+123.9% | $5,116+143.5% | $6,507+91.4% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |