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 | $123,401 | $214,378-42.4% | $200,582-38.5% | $142,382-13.3% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 15.74% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,902 | $6,841-57.6% | $6,419-54.8% | $4,299-32.5% |
| Participant deferral / active EE | $10,445 | $9,865+5.9% | $9,331+11.9% | $6,507+60.5% |
| Admin fee / account holder | $122 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |