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 | $44,616 | $159,602-72.0% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 29.92% | 70.24%-40.3pp | 62.55%-32.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $6,561 | $4,961+32.3% | $4,693+39.8% | $4,299+52.6% |
| Participant deferral / active EE | $11,190 | $8,310+34.7% | $7,997+39.9% | $6,507+72.0% |
| Admin fee / account holder | $176 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |