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 | $140,100 | $209,411-33.1% | $178,490-21.5% | $158,922-11.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 24.97% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,325 | $5,706-59.2% | $5,011-53.6% | $4,761-51.2% |
| Participant deferral / active EE | $5,149 | $5,954-13.5% | $5,202-1.0% | $5,982-13.9% |
| Admin fee / account holder | $38 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |