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 | $81,932 | $74,888+9.4% | $71,209+15.1% | $142,382-42.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 24.77% | 345.14%-320.4pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,225 | $2,854-22.1% | $2,721-18.2% | $4,299-48.3% |
| Participant deferral / active EE | $3,927 | $4,454-11.8% | $4,175-5.9% | $6,507-39.7% |
| Admin fee / account holder | $276 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |