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 8-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 | $125,489 | $152,587-17.8% | $125,175+0.3% | $152,861-17.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.53% | 54.84%-37.3pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,127 | $4,946-57.0% | $3,865-45.0% | $4,762-55.3% |
| Participant deferral / active EE | $2,841 | $5,868-51.6% | $4,937-42.5% | $5,850-51.4% |
| Admin fee / account holder | $53 | $13,434-99.6% | $9,702-99.5% | $11,596-99.5% |