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 | $102,231 | $77,813+31.4% | $123,544-17.3% | $64,186+59.3% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -5.51% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $14,024 | $3,014+365.3% | $4,628+203.0% | $2,381+489.1% |
| Participant deferral / active EE | $10,144 | $5,240+93.6% | $6,426+57.9% | $3,470+192.4% |
| Admin fee / account holder | $41 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |