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 | $136,378 | $214,378-36.4% | $200,582-32.0% | $142,382-4.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.16% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,004 | $6,841-70.7% | $6,419-68.8% | $4,299-53.4% |
| Participant deferral / active EE | $3,841 | $9,865-61.1% | $9,331-58.8% | $6,507-41.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |