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 | $97,575 | $108,172-9.8% | $77,482+25.9% | $158,922-38.6% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 23.93% | 31.67%-7.7pp | 54.79%-30.9pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,872 | $1,325+41.3% | $986+89.8% | $4,761-60.7% |
| Participant deferral / active EE | $4,414 | $2,456+79.7% | $1,861+137.2% | $5,982-26.2% |
| Admin fee / account holder | $278 | $3,708-92.5% | $2,858-90.3% | $11,246-97.5% |