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 | $85,077 | $152,587-44.2% | $125,175-32.0% | $152,861-44.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 19.03% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,762 | $4,946-44.2% | $3,865-28.5% | $4,762-42.0% |
| Participant deferral / active EE | $7,385 | $5,868+25.9% | $4,937+49.6% | $5,850+26.2% |
| Admin fee / account holder | $23 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |