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 | $129,947 | $78,422+65.7% | $95,952+35.4% | $79,858+62.7% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 19.16% | 19.37%-0.2pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,851 | $1,945+46.6% | $2,541+12.2% | $2,471+15.4% |
| Participant deferral / active EE | $6,124 | $3,440+78.0% | $4,167+47.0% | $3,740+63.7% |
| Admin fee / account holder | $7 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |