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 | $131,145 | $198,466-33.9% | $170,442-23.1% | $147,584-11.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.35% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,955 | $6,184-68.4% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $9,450 | $5,629+67.9% | $4,939+91.3% | $5,439+73.8% |
| Admin fee / account holder | $151 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |