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 | $122,974 | $227,553-46.0% | $189,557-35.1% | $167,490-26.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 19.28% | 78.40%-59.1pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,288 | $5,316-57.0% | $4,412-48.1% | $4,837-52.7% |
| Participant deferral / active EE | $7,691 | $7,002+9.8% | $6,174+24.6% | $6,341+21.3% |
| Admin fee / account holder | $109 | $11,878-99.1% | $9,807-98.9% | $12,309-99.1% |