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 5-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 | $102,377 | $70,756+44.7% | $65,493+56.3% | $142,382-28.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 22.60% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,829 | $2,881-36.5% | $2,574-28.9% | $4,299-57.5% |
| Participant deferral / active EE | $12,305 | $4,637+165.3% | $3,961+210.6% | $6,507+89.1% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |