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 | $118,620 | $126,574-6.3% | $106,213+11.7% | $145,922-18.7% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 18.33% | 224.79%-206.5pp | 116.14%-97.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,215 | $3,730-40.6% | $3,171-30.2% | $4,660-52.5% |
| Participant deferral / active EE | $4,814 | $5,724-15.9% | $5,016-4.0% | $6,688-28.0% |
| Admin fee / account holder | $99 | $17,304-99.4% | $11,033-99.1% | $13,397-99.3% |