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 | $129,106 | $198,466-34.9% | $170,442-24.3% | $147,584-12.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.26% | 257.29%-239.0pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,324 | $6,184-78.6% | $5,433-75.6% | $4,876-72.9% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |