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 | $128,202 | $74,888+71.2% | $71,209+80.0% | $142,382-10.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.30% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $12,449 | $2,854+336.1% | $2,721+357.5% | $4,299+189.6% |
| Participant deferral / active EE | $8,674 | $4,454+94.7% | $4,175+107.7% | $6,507+33.3% |
| Admin fee / account holder | $258 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |