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 | $77,040 | $112,096-31.3% | $95,952-19.7% | $158,922-51.5% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 20.52% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $5,808 | $3,198+81.6% | $2,541+128.6% | $4,761+22.0% |
| Participant deferral / active EE | $3,606 | $4,784-24.6% | $4,167-13.5% | $5,982-39.7% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |