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 | $120,874 | $67,984+77.8% | $65,493+84.6% | $74,304+62.7% |
| Participation rate | 90.2% | 66.3%+23.9pp | 73.1%+17.2pp | 60.3%+29.9pp |
| Annual return | 13.67% | 19.87%-6.2pp | 982.45%-968.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,994 | $2,491-20.0% | $2,574-22.5% | $2,241-11.0% |
| Participant deferral / active EE | $3,151 | $3,346-5.9% | $3,961-20.5% | $3,767-16.4% |
| Admin fee / account holder | $37 | $1,373-97.3% | $5,028-99.3% | $2,969-98.8% |