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 | $61,086 | $74,888-18.4% | $71,209-14.2% | $142,382-57.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 24.05% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,221 | $2,854+47.9% | $2,721+55.1% | $4,299-1.8% |
| Participant deferral / active EE | $8,225 | $4,454+84.7% | $4,175+97.0% | $6,507+26.4% |
| Admin fee / account holder | $41 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |