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 | $84,094 | $46,869+79.4% | $122,332-31.3% | $70,131+19.9% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 19.11% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,865 | $2,166+216.9% | $3,287+108.8% | $3,332+106.0% |
| Admin fee / account holder | $1 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |