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 | $89,007 | $165,984-46.4% | $164,813-46.0% | $145,922-39.0% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 12.23% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,416 | $5,273-54.2% | $4,341-44.3% | $4,660-48.1% |
| Participant deferral / active EE | $6,420 | $6,959-7.8% | $6,031+6.4% | $6,688-4.0% |
| Admin fee / account holder | $292 | $16,648-98.2% | $12,690-97.7% | $13,397-97.8% |