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 | $92,840 | $159,602-41.8% | $150,045-38.1% | $142,382-34.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 31.90% | 70.24%-38.3pp | 62.55%-30.6pp | 217.08%-185.2pp |
| Employer contribution / active EE | $2,973 | $4,961-40.1% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $8,184 | $8,310-1.5% | $7,997+2.3% | $6,507+25.8% |
| Admin fee / account holder | $291 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |