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 | $97,332 | $157,256-38.1% | $141,162-31.0% | $152,861-36.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.24% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,518 | $5,261-71.2% | $4,735-68.0% | $4,762-68.1% |
| Participant deferral / active EE | $3,006 | $7,109-57.7% | $6,709-55.2% | $5,850-48.6% |
| Admin fee / account holder | $8 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |