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 9-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 | $154,459 | $179,726-14.1% | $156,263-1.2% | $142,382+8.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 18.98% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,854 | $5,069-43.7% | $4,333-34.1% | $4,299-33.6% |
| Participant deferral / active EE | $10,534 | $6,956+51.4% | $6,158+71.0% | $6,507+61.9% |
| Admin fee / account holder | $210 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |