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 | $58,375 | $63,346-7.8% | $92,233-36.7% | $70,131-16.8% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 12.61% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,967 | $2,471+60.5% | $3,679+7.8% | $2,342+69.4% |
| Participant deferral / active EE | $6,470 | $2,854+126.7% | $3,897+66.0% | $3,332+94.2% |
| Admin fee / account holder | $251 | $3,840-93.5% | $5,194-95.2% | $4,645-94.6% |