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 | $133,441 | $172,478-22.6% | $145,661-8.4% | $142,382-6.3% |
| Participation rate | 78.9% | 80.1%-1.1pp | 77.2%+1.7pp | 80.1%-1.2pp |
| Annual return | 16.42% | 151.09%-134.7pp | 101.46%-85.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,555 | $4,899-27.4% | $4,238-16.1% | $4,299-17.3% |
| Participant deferral / active EE | $6,444 | $8,348-22.8% | $7,198-10.5% | $6,507-1.0% |
| Admin fee / account holder | $18 | $16,864-99.9% | $12,466-99.9% | $12,624-99.9% |