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 | $126,888 | $197,591-35.8% | $177,821-28.6% | $158,922-20.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.98% | 58.76%-49.8pp | 48.32%-39.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,434 | $6,697-63.7% | $5,918-58.9% | $4,761-48.9% |
| Participant deferral / active EE | $3,652 | $8,405-56.6% | $7,714-52.7% | $5,982-39.0% |
| Admin fee / account holder | $188 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |