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 | $98,041 | $177,572-44.8% | $154,803-36.7% | $142,382-31.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 19.15% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,561 | $4,810-26.0% | $4,305-17.3% | $4,299-17.2% |
| Participant deferral / active EE | $7,011 | $6,272+11.8% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $183 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |