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 | $131,557 | $197,591-33.4% | $177,821-26.0% | $158,922-17.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.54% | 58.76%-24.2pp | 48.32%-13.8pp | 302.83%-268.3pp |
| Employer contribution / active EE | $4,042 | $6,697-39.7% | $5,918-31.7% | $4,761-15.1% |
| Participant deferral / active EE | $4,710 | $8,405-44.0% | $7,714-38.9% | $5,982-21.3% |
| Admin fee / account holder | $3 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |