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 | $192,380 | $214,378-10.3% | $200,582-4.1% | $142,382+35.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,519 | $6,841-77.8% | $6,419-76.3% | $4,299-64.7% |
| Participant deferral / active EE | $8,509 | $9,865-13.7% | $9,331-8.8% | $6,507+30.8% |
| Admin fee / account holder | $2 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |