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 | $79,371 | $152,587-48.0% | $125,175-36.6% | $152,861-48.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 21.14% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $7,728 | $4,946+56.2% | $3,865+99.9% | $4,762+62.3% |
| Participant deferral / active EE | $9,319 | $5,868+58.8% | $4,937+88.8% | $5,850+59.3% |
| Admin fee / account holder | $187 | $13,434-98.6% | $9,702-98.1% | $11,596-98.4% |