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 | $122,932 | $177,572-30.8% | $154,803-20.6% | $142,382-13.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 44.95% | 65.07%-20.1pp | 58.88%-13.9pp | 217.08%-172.1pp |
| Employer contribution / active EE | $3,445 | $4,810-28.4% | $4,305-20.0% | $4,299-19.9% |
| Participant deferral / active EE | $10,204 | $6,272+62.7% | $5,540+84.2% | $6,507+56.8% |
| Admin fee / account holder | $150 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |