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 | $139,955 | $168,632-17.0% | $147,614-5.2% | $125,391+11.6% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.60% | 77.65%-77.0pp | 61.98%-61.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,795 | $6,252-39.3% | $5,564-31.8% | $4,866-22.0% |
| Participant deferral / active EE | $3,174 | $5,507-42.4% | $4,895-35.2% | $5,352-40.7% |
| Admin fee / account holder | $286 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |