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 | $81,009 | $74,888+8.2% | $71,209+13.8% | $142,382-43.1% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.1%-9.3pp |
| Annual return | 37.11% | 345.14%-308.0pp | 282.51%-245.4pp | 217.08%-180.0pp |
| Employer contribution / active EE | $3,389 | $2,854+18.7% | $2,721+24.5% | $4,299-21.2% |
| Participant deferral / active EE | $7,283 | $4,454+63.5% | $4,175+74.4% | $6,507+11.9% |
| Admin fee / account holder | $128 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |