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 | $110,685 | $85,202+29.9% | $172,739-35.9% | $72,985+51.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 23.10% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,884 | $3,324-43.3% | $5,143-63.4% | $2,440-22.8% |
| Participant deferral / active EE | $4,600 | $3,260+41.1% | $5,198-11.5% | $3,607+27.5% |
| Admin fee / account holder | $90 | $5,884-98.5% | $13,954-99.4% | $5,124-98.3% |