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 | $99,685 | $148,534-32.9% | $135,903-26.6% | $139,434-28.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,923 | $5,243-25.2% | $4,856-19.2% | $4,751-17.4% |
| Participant deferral / active EE | $9,128 | $8,100+12.7% | $7,758+17.7% | $6,710+36.0% |
| Admin fee / account holder | $3 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |