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 | $121,348 | $162,781-25.5% | $133,956-9.4% | $158,922-23.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 6.80% | 41.94%-35.1pp | 45.09%-38.3pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,675 | $4,975-46.2% | $3,919-31.7% | $4,761-43.8% |
| Participant deferral / active EE | $2,675 | $5,911-54.7% | $5,048-47.0% | $5,982-55.3% |
| Admin fee / account holder | $243 | $11,736-97.9% | $8,927-97.3% | $11,246-97.8% |