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 | $128,631 | $148,534-13.4% | $135,903-5.4% | $139,434-7.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.24% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,711 | $5,243-29.2% | $4,856-23.6% | $4,751-21.9% |
| Participant deferral / active EE | $8,745 | $8,100+8.0% | $7,758+12.7% | $6,710+30.3% |
| Admin fee / account holder | $217 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |