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 | $102,370 | $133,958-23.6% | $112,228-8.8% | $134,475-23.9% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -15.91% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,072 | $4,038-48.7% | $3,635-43.0% | $4,740-56.3% |
| Participant deferral / active EE | $9,530 | $5,291+80.1% | $4,728+101.6% | $6,400+48.9% |
| Admin fee / account holder | $142 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |