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 | $84,036 | $117,841-28.7% | $102,423-18.0% | $145,922-42.4% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 15.54% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,644 | $3,615-26.9% | $3,023-12.6% | $4,660-43.3% |
| Participant deferral / active EE | $3,503 | $5,731-38.9% | $5,053-30.7% | $6,688-47.6% |
| Admin fee / account holder | $225 | $13,326-98.3% | $9,451-97.6% | $13,397-98.3% |