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 | $81,327 | $78,705+3.3% | $117,854-31.0% | $70,131+16.0% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 20.79% | 23.30%-2.5pp | 335.08%-314.3pp | 73.14%-52.4pp |
| Employer contribution / active EE | $12,332 | $2,223+454.7% | $3,786+225.7% | $2,342+426.5% |
| Participant deferral / active EE | $4,730 | $3,297+43.4% | $4,482+5.5% | $3,332+42.0% |
| Admin fee / account holder | $228 | $5,065-95.5% | $8,020-97.2% | $4,645-95.1% |