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 | $89,184 | $177,572-49.8% | $154,803-42.4% | $142,382-37.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.48% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,419 | $4,810-28.9% | $4,305-20.6% | $4,299-20.5% |
| Participant deferral / active EE | $12,140 | $6,272+93.6% | $5,540+119.1% | $6,507+86.6% |
| Admin fee / account holder | $188 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |