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 | $120,976 | $179,726-32.7% | $156,263-22.6% | $142,382-15.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.09% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,246 | $5,069-36.0% | $4,333-25.1% | $4,299-24.5% |
| Participant deferral / active EE | $4,604 | $6,956-33.8% | $6,158-25.2% | $6,507-29.2% |
| Admin fee / account holder | $145 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |