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 | $125,173 | $201,272-37.8% | $184,203-32.0% | $145,922-14.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 9.60% | 29.00%-19.4pp | 28.81%-19.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,654 | $7,022-48.0% | $6,427-43.2% | $4,660-21.6% |
| Participant deferral / active EE | $10,281 | $9,806+4.9% | $9,131+12.6% | $6,688+53.7% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |