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 | $120,876 | $177,572-31.9% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.94% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $10,380 | $4,810+115.8% | $4,305+141.1% | $4,299+141.4% |
| Participant deferral / active EE | $10,926 | $6,272+74.2% | $5,540+97.2% | $6,507+67.9% |
| Admin fee / account holder | $171 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |