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 | $139,548 | $87,540+59.4% | $75,781+84.1% | $125,391+11.3% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | 0.58% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $7,631 | $3,930+94.2% | $3,323+129.6% | $4,866+56.8% |
| Participant deferral / active EE | $4,741 | $4,229+12.1% | $3,651+29.8% | $5,352-11.4% |
| Admin fee / account holder | $142 | $6,502-97.8% | $5,299-97.3% | $9,540-98.5% |