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 | $108,685 | $114,381-5.0% | $107,525+1.1% | $142,382-23.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.16% | 242.71%-229.5pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,425 | $4,015-39.6% | $3,754-35.4% | $4,299-43.6% |
| Participant deferral / active EE | $6,559 | $5,564+17.9% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $175 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |