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 | $130,669 | $162,781-19.7% | $133,956-2.5% | $158,922-17.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.74% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,454 | $4,975-70.8% | $3,919-62.9% | $4,761-69.5% |
| Participant deferral / active EE | $1,950 | $5,911-67.0% | $5,048-61.4% | $5,982-67.4% |
| Admin fee / account holder | $9 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |