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 | $81,028 | $63,346+27.9% | $92,233-12.1% | $70,131+15.5% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 15.09% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,740 | $2,471-29.6% | $3,679-52.7% | $2,342-25.7% |
| Participant deferral / active EE | $4,460 | $2,854+56.3% | $3,897+14.5% | $3,332+33.9% |
| Admin fee / account holder | $94 | $3,840-97.6% | $5,194-98.2% | $4,645-98.0% |