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 | $88,252 | $226,064-61.0% | $182,532-51.7% | $152,861-42.3% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.0%+7.0pp | 82.4%+2.6pp |
| Annual return | 24.59% | 192.51%-167.9pp | 148.54%-124.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,403 | $4,978-51.7% | $4,076-41.1% | $4,762-49.5% |
| Participant deferral / active EE | $3,442 | $6,368-45.9% | $5,524-37.7% | $5,850-41.2% |
| Admin fee / account holder | $16 | $10,703-99.8% | $8,592-99.8% | $11,596-99.9% |