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 | $70,090 | $177,572-60.5% | $154,803-54.7% | $142,382-50.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.30% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,784 | $4,810-21.3% | $4,305-12.1% | $4,299-12.0% |
| Participant deferral / active EE | $7,765 | $6,272+23.8% | $5,540+40.2% | $6,507+19.3% |
| Admin fee / account holder | $25 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |