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 | $126,433 | $107,334+17.8% | $92,893+36.1% | $152,861-17.3% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 14.35% | 145.58%-131.2pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,918 | $4,221+40.2% | $3,653+62.0% | $4,762+24.3% |
| Participant deferral / active EE | $12,427 | $4,845+156.5% | $4,236+193.4% | $5,850+112.4% |
| Admin fee / account holder | $29 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |