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 | $138,755 | $154,117-10.0% | $129,995+6.7% | $139,434-0.5% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 18.46% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,601 | $5,289-31.9% | $4,320-16.6% | $4,751-24.2% |
| Participant deferral / active EE | $8,608 | $6,710+28.3% | $5,820+47.9% | $6,710+28.3% |
| Admin fee / account holder | $28 | $14,007-99.8% | $10,614-99.7% | $11,403-99.8% |