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 | $135,215 | $165,335-18.2% | $149,696-9.7% | $158,922-14.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 26.88% | 348.15%-321.3pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $2,242 | $5,103-56.1% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $3,992 | $7,181-44.4% | $6,842-41.7% | $5,982-33.3% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |