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 | $123,310 | $183,519-32.8% | $155,509-20.7% | $145,922-15.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.21% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,336 | $5,313-37.2% | $4,672-28.6% | $4,660-28.4% |
| Participant deferral / active EE | $7,270 | $6,462+12.5% | $5,626+29.2% | $6,688+8.7% |
| Admin fee / account holder | $251 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |