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 | $63,831 | $165,984-61.5% | $164,813-61.3% | $145,922-56.3% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 11.67% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.6pp |
| Employer contribution / active EE | $6,550 | $5,273+24.2% | $4,341+50.9% | $4,660+40.6% |
| Participant deferral / active EE | $3,478 | $6,959-50.0% | $6,031-42.3% | $6,688-48.0% |
| Admin fee / account holder | $85 | $16,648-99.5% | $12,690-99.3% | $13,397-99.4% |