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 | $102,841 | $157,256-34.6% | $141,162-27.1% | $152,861-32.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.90% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,140 | $5,261-40.3% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $5,922 | $7,109-16.7% | $6,709-11.7% | $5,850+1.2% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |