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 | $124,773 | $209,411-40.4% | $178,490-30.1% | $158,922-21.5% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 17.17% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,500 | $5,706-56.2% | $5,011-50.1% | $4,761-47.5% |
| Participant deferral / active EE | $5,277 | $5,954-11.4% | $5,202+1.5% | $5,982-11.8% |
| Admin fee / account holder | $258 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |