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 | $118,687 | $99,877+18.8% | $84,966+39.7% | $145,922-18.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 22.01% | 83.76%-61.8pp | 66.38%-44.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,364 | $3,231-57.8% | $2,727-50.0% | $4,660-70.7% |
| Participant deferral / active EE | $2,552 | $5,291-51.8% | $4,519-43.5% | $6,688-61.8% |
| Admin fee / account holder | $162 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |