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 | $124,172 | $183,519-32.3% | $155,509-20.2% | $145,922-14.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 15.97% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,670 | $5,313-30.9% | $4,672-21.5% | $4,660-21.2% |
| Participant deferral / active EE | $4,480 | $6,462-30.7% | $5,626-20.4% | $6,688-33.0% |
| Admin fee / account holder | $112 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |