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 | $126,253 | $77,419+63.1% | $69,455+81.8% | $152,861-17.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.4%+9.2pp |
| Annual return | 19.07% | 39.06%-20.0pp | 28.97%-9.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,378 | $3,315-28.3% | $2,779-14.4% | $4,762-50.1% |
| Participant deferral / active EE | $5,160 | $4,414+16.9% | $3,535+46.0% | $5,850-11.8% |
| Admin fee / account holder | $125 | $6,207-98.0% | $3,839-96.7% | $11,596-98.9% |