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 | $124,322 | $159,602-22.1% | $150,045-17.1% | $142,382-12.7% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 22.98% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $11,120 | $4,961+124.2% | $4,693+136.9% | $4,299+158.7% |
| Participant deferral / active EE | $5,904 | $8,310-29.0% | $7,997-26.2% | $6,507-9.3% |
| Admin fee / account holder | $70 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |