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 | $81,242 | $107,334-24.3% | $92,893-12.5% | $152,861-46.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 25.87% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $13,097 | $4,221+210.3% | $3,653+258.6% | $4,762+175.0% |
| Participant deferral / active EE | $6,768 | $4,845+39.7% | $4,236+59.8% | $5,850+15.7% |
| Admin fee / account holder | $277 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |