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 | $145,050 | $179,726-19.3% | $156,263-7.2% | $142,382+1.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 20.62% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,237 | $5,069-36.1% | $4,333-25.3% | $4,299-24.7% |
| Participant deferral / active EE | $4,255 | $6,956-38.8% | $6,158-30.9% | $6,507-34.6% |
| Admin fee / account holder | $65 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |