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 | $122,973 | $91,538+34.3% | $129,995-5.4% | $75,163+63.6% |
| Participation rate | 84.4% | 71.4%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 18.93% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,211 | $2,845+12.8% | $4,320-25.7% | $2,670+20.3% |
| Participant deferral / active EE | $10,156 | $4,341+134.0% | $5,820+74.5% | $4,125+146.2% |
| Admin fee / account holder | $261 | $6,790-96.2% | $10,614-97.5% | $5,651-95.4% |