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 | $129,735 | $176,812-26.6% | $146,665-11.5% | $167,490-22.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.39% | 24.03%-11.6pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,004 | $5,160-41.8% | $4,136-27.4% | $4,837-37.9% |
| Participant deferral / active EE | $8,274 | $6,440+28.5% | $5,506+50.3% | $6,341+30.5% |
| Admin fee / account holder | $177 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |