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 7-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 | $110,002 | $159,602-31.1% | $150,045-26.7% | $142,382-22.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,874 | $4,961+38.6% | $4,693+46.5% | $4,299+59.9% |
| Participant deferral / active EE | $11,684 | $8,310+40.6% | $7,997+46.1% | $6,507+79.6% |
| Admin fee / account holder | $123 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |