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 | $75,153 | $177,572-57.7% | $154,803-51.5% | $142,382-47.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 11.58% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,234 | $4,810-74.4% | $4,305-71.3% | $4,299-71.3% |
| Participant deferral / active EE | $2,938 | $6,272-53.2% | $5,540-47.0% | $6,507-54.9% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |