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 | $102,843 | $117,381-12.4% | $99,443+3.4% | $152,861-32.7% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 11.01% | 31.87%-20.9pp | 30.72%-19.7pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,124 | $3,013-29.5% | $2,540-16.4% | $4,762-55.4% |
| Participant deferral / active EE | $10,224 | $4,086+150.2% | $3,619+182.5% | $5,850+74.8% |
| Admin fee / account holder | $86 | $7,631-98.9% | $6,250-98.6% | $11,596-99.3% |