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 | $67,935 | $148,534-54.3% | $135,903-50.0% | $139,434-51.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.91% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,194 | $5,243-39.1% | $4,856-34.2% | $4,751-32.8% |
| Participant deferral / active EE | $7,581 | $8,100-6.4% | $7,758-2.3% | $6,710+13.0% |
| Admin fee / account holder | $289 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |