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 | $108,434 | $198,466-45.4% | $170,442-36.4% | $147,584-26.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 21.59% | 257.29%-235.7pp | 205.93%-184.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,781 | $6,184-71.2% | $5,433-67.2% | $4,876-63.5% |
| Participant deferral / active EE | $3,365 | $5,629-40.2% | $4,939-31.9% | $5,439-38.1% |
| Admin fee / account holder | $168 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |