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 | $104,897 | $152,587-31.3% | $125,175-16.2% | $152,861-31.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 21.77% | 54.84%-33.1pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $10,360 | $4,946+109.5% | $3,865+168.0% | $4,762+117.5% |
| Participant deferral / active EE | $10,572 | $5,868+80.2% | $4,937+114.2% | $5,850+80.7% |
| Admin fee / account holder | $298 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |