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 | $124,510 | $102,966+20.9% | $90,281+37.9% | $152,861-18.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 24.53% | 95.16%-70.6pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,472 | $3,139-53.1% | $2,854-48.4% | $4,762-69.1% |
| Participant deferral / active EE | $3,043 | $4,281-28.9% | $3,885-21.7% | $5,850-48.0% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |