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 | $90,789 | $74,888+21.2% | $71,209+27.5% | $142,382-36.2% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.1%-3.9pp |
| Annual return | 13.86% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,049 | $2,854-28.2% | $2,721-24.7% | $4,299-52.3% |
| Participant deferral / active EE | $7,041 | $4,454+58.1% | $4,175+68.6% | $6,507+8.2% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |