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 | $113,830 | $152,587-25.4% | $125,175-9.1% | $152,861-25.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 28.53% | 54.84%-26.3pp | 43.79%-15.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $6,279 | $4,946+26.9% | $3,865+62.4% | $4,762+31.8% |
| Participant deferral / active EE | $12,458 | $5,868+112.3% | $4,937+152.4% | $5,850+113.0% |
| Admin fee / account holder | $193 | $13,434-98.6% | $9,702-98.0% | $11,596-98.3% |