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 | $122,307 | $177,572-31.1% | $154,803-21.0% | $142,382-14.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.96% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,226 | $4,810-53.7% | $4,305-48.3% | $4,299-48.2% |
| Participant deferral / active EE | $6,669 | $6,272+6.3% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |