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 | $106,282 | $157,256-32.4% | $141,162-24.7% | $152,861-30.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 18.54% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,194 | $5,261-20.3% | $4,735-11.4% | $4,762-11.9% |
| Participant deferral / active EE | $7,628 | $7,109+7.3% | $6,709+13.7% | $5,850+30.4% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |