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 | $100,460 | $107,334-6.4% | $92,893+8.1% | $152,861-34.3% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 28.69% | 145.58%-116.9pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,275 | $4,221-69.8% | $3,653-65.1% | $4,762-73.2% |
| Participant deferral / active EE | $2,674 | $4,845-44.8% | $4,236-36.9% | $5,850-54.3% |
| Admin fee / account holder | $39 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |