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 | $126,123 | $177,572-29.0% | $154,803-18.5% | $142,382-11.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 33.25% | 65.07%-31.8pp | 58.88%-25.6pp | 217.08%-183.8pp |
| Employer contribution / active EE | $3,238 | $4,810-32.7% | $4,305-24.8% | $4,299-24.7% |
| Participant deferral / active EE | $6,195 | $6,272-1.2% | $5,540+11.8% | $6,507-4.8% |
| Admin fee / account holder | $122 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |