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 | $59,023 | $102,966-42.7% | $90,281-34.6% | $152,861-61.4% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 22.85% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,319 | $3,139-58.0% | $2,854-53.8% | $4,762-72.3% |
| Participant deferral / active EE | $3,074 | $4,281-28.2% | $3,885-20.9% | $5,850-47.4% |
| Admin fee / account holder | $84 | $6,171-98.6% | $5,351-98.4% | $11,596-99.3% |