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 | $119,746 | $70,756+69.2% | $65,493+82.8% | $142,382-15.9% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 18.31% | 1754.89%-1736.6pp | 982.45%-964.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,477 | $2,881+159.6% | $2,574+190.5% | $4,299+73.9% |
| Participant deferral / active EE | $4,931 | $4,637+6.3% | $3,961+24.5% | $6,507-24.2% |
| Admin fee / account holder | $160 | $6,559-97.6% | $5,028-96.8% | $12,624-98.7% |