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 | $93,773 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 18.47% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,222 | $4,810-74.6% | $4,305-71.6% | $4,299-71.6% |
| Participant deferral / active EE | $2,856 | $6,272-54.5% | $5,540-48.5% | $6,507-56.1% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |