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 | $118,868 | $157,256-24.4% | $141,162-15.8% | $152,861-22.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.21% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,511 | $5,261-71.3% | $4,735-68.1% | $4,762-68.3% |
| Participant deferral / active EE | $2,915 | $7,109-59.0% | $6,709-56.5% | $5,850-50.2% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |