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 | $90,430 | $76,738+17.8% | $56,411+60.3% | $145,922-38.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 14.93% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,719 | $1,380+97.0% | $1,039+161.7% | $4,660-41.7% |
| Participant deferral / active EE | $5,543 | $2,623+111.4% | $1,952+184.0% | $6,688-17.1% |
| Admin fee / account holder | $198 | $3,334-94.1% | $2,829-93.0% | $13,397-98.5% |