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 | $82,962 | $115,770-28.3% | $101,248-18.1% | $158,922-47.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 19.87% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $5,752 | $4,175+37.8% | $3,660+57.2% | $4,761+20.8% |
| Participant deferral / active EE | $11,040 | $4,957+122.7% | $4,370+152.6% | $5,982+84.5% |
| Admin fee / account holder | $160 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |