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 6-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 | $78,800 | $95,266-17.3% | $82,389-4.4% | $142,382-44.7% |
| Participation rate | 95.8% | 74.5%+21.4pp | 69.5%+26.3pp | 80.1%+15.7pp |
| Annual return | 21.44% | 25.74%-4.3pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,612 | $2,991+87.6% | $2,517+123.0% | $4,299+30.5% |
| Participant deferral / active EE | $10,546 | $4,809+119.3% | $4,155+153.8% | $6,507+62.1% |
| Admin fee / account holder | $237 | $8,563-97.2% | $7,231-96.7% | $12,624-98.1% |