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 | $132,982 | $117,983+12.7% | $101,794+30.6% | $142,382-6.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 15.03% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $906 | $2,773-67.3% | $2,289-60.4% | $4,299-78.9% |
| Participant deferral / active EE | $4,626 | $4,714-1.9% | $4,084+13.3% | $6,507-28.9% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |