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 | $79,506 | $99,918-20.4% | $81,382-2.3% | $145,922-45.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 14.76% | 34.32%-19.6pp | 24.73%-10.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,658 | $2,978-10.7% | $2,463+7.9% | $4,660-43.0% |
| Participant deferral / active EE | $6,503 | $4,605+41.2% | $3,883+67.5% | $6,688-2.8% |
| Admin fee / account holder | $182 | $8,212-97.8% | $5,768-96.8% | $13,397-98.6% |