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 | $91,171 | $148,534-38.6% | $135,903-32.9% | $139,434-34.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.34% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,582 | $5,243-69.8% | $4,856-67.4% | $4,751-66.7% |
| Participant deferral / active EE | $6,835 | $8,100-15.6% | $7,758-11.9% | $6,710+1.9% |
| Admin fee / account holder | $244 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |