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 | $85,002 | $74,888+13.5% | $71,209+19.4% | $142,382-40.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.75% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $398 | $2,854-86.1% | $2,721-85.4% | $4,299-90.8% |
| Participant deferral / active EE | $2,651 | $4,454-40.5% | $4,175-36.5% | $6,507-59.3% |
| Admin fee / account holder | $133 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |