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 | $99,884 | $88,751+12.5% | $81,812+22.1% | $145,922-31.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 21.61% | 1025.40%-1003.8pp | 773.79%-752.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,910 | $3,083-5.6% | $2,912-0.1% | $4,660-37.6% |
| Participant deferral / active EE | $1,108 | $4,643-76.1% | $4,319-74.3% | $6,688-83.4% |
| Admin fee / account holder | $277 | $8,415-96.7% | $7,386-96.3% | $13,397-97.9% |