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 | $88,820 | $157,256-43.5% | $141,162-37.1% | $152,861-41.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 22.19% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,076 | $5,261-79.6% | $4,735-77.3% | $4,762-77.4% |
| Participant deferral / active EE | $2,958 | $7,109-58.4% | $6,709-55.9% | $5,850-49.4% |
| Admin fee / account holder | $3 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |