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 | $104,888 | $201,272-47.9% | $184,203-43.1% | $145,922-28.1% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 16.19% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,932 | $7,022-44.0% | $6,427-38.8% | $4,660-15.6% |
| Participant deferral / active EE | $12,165 | $9,806+24.1% | $9,131+33.2% | $6,688+81.9% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |