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 | $98,099 | $107,934-9.1% | $91,989+6.6% | $152,861-35.8% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 28.16% | 89.24%-61.1pp | 69.02%-40.9pp | 345.32%-317.2pp |
| Employer contribution / active EE | $5,571 | $4,210+32.3% | $3,452+61.4% | $4,762+17.0% |
| Participant deferral / active EE | $12,125 | $6,364+90.5% | $5,923+104.7% | $5,850+107.3% |
| Admin fee / account holder | $74 | $10,520-99.3% | $7,743-99.0% | $11,596-99.4% |