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 | $92,150 | $175,202-47.4% | $149,673-38.4% | $139,434-33.9% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 25.08% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,240 | $5,474-40.8% | $4,818-32.7% | $4,751-31.8% |
| Participant deferral / active EE | $7,524 | $6,519+15.4% | $5,680+32.5% | $6,710+12.1% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |