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 | $91,247 | $159,602-42.8% | $150,045-39.2% | $142,382-35.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,145 | $4,961-56.8% | $4,693-54.3% | $4,299-50.1% |
| Participant deferral / active EE | $4,217 | $8,310-49.3% | $7,997-47.3% | $6,507-35.2% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |