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 | $122,361 | $159,602-23.3% | $150,045-18.5% | $142,382-14.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,390 | $4,961-51.8% | $4,693-49.1% | $4,299-44.4% |
| Participant deferral / active EE | $6,172 | $8,310-25.7% | $7,997-22.8% | $6,507-5.2% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |