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 | $100,856 | $148,534-32.1% | $135,903-25.8% | $139,434-27.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.19% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,843 | $5,243-64.9% | $4,856-62.1% | $4,751-61.2% |
| Participant deferral / active EE | $8,452 | $8,100+4.3% | $7,758+9.0% | $6,710+26.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |