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 | $120,336 | $98,240+22.5% | $82,313+46.2% | $147,584-18.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 10.15% | 30.85%-20.7pp | 25.88%-15.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $715 | $3,192-77.6% | $2,428-70.6% | $4,876-85.3% |
| Participant deferral / active EE | $1,749 | $4,383-60.1% | $3,706-52.8% | $5,439-67.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |