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 | $123,753 | $159,602-22.5% | $150,045-17.5% | $142,382-13.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.21% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,678 | $4,961-46.0% | $4,693-42.9% | $4,299-37.7% |
| Participant deferral / active EE | $6,605 | $8,310-20.5% | $7,997-17.4% | $6,507+1.5% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |