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 | $78,934 | $197,591-60.1% | $177,821-55.6% | $158,922-50.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 17.70% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,901 | $6,697+47.8% | $5,918+67.3% | $4,761+108.0% |
| Participant deferral / active EE | $4,592 | $8,405-45.4% | $7,714-40.5% | $5,982-23.2% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |