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 | $82,012 | $86,286-5.0% | $111,297-26.3% | $85,850-4.5% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 11.64% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,098 | $2,043+2.7% | $2,731-23.2% | $2,565-18.2% |
| Participant deferral / active EE | $3,215 | $3,641-11.7% | $4,487-28.4% | $3,952-18.7% |
| Admin fee / account holder | $35 | $8,188-99.6% | $7,964-99.6% | $6,260-99.4% |