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 | $99,710 | $133,922-25.5% | $116,228-14.2% | $142,382-30.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.29% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,651 | $3,446-52.1% | $2,994-44.9% | $4,299-61.6% |
| Participant deferral / active EE | $19,286 | $5,672+240.0% | $4,953+289.4% | $6,507+196.4% |
| Admin fee / account holder | $229 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |