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 | $141,744 | $105,181+34.8% | $159,436-11.1% | $85,850+65.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 15.38% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,443 | $3,318-26.4% | $4,829-49.4% | $2,565-4.8% |
| Participant deferral / active EE | $7,200 | $5,945+21.1% | $7,352-2.1% | $3,952+82.2% |
| Admin fee / account holder | $180 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |