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 | $122,900 | $148,534-17.3% | $135,903-9.6% | $139,434-11.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.85% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,996 | $5,243-61.9% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $7,220 | $8,100-10.9% | $7,758-6.9% | $6,710+7.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |