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 9-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 | $121,865 | $157,256-22.5% | $141,162-13.7% | $152,861-20.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 20.60% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,499 | $5,261-52.5% | $4,735-47.2% | $4,762-47.5% |
| Participant deferral / active EE | $5,276 | $7,109-25.8% | $6,709-21.4% | $5,850-9.8% |
| Admin fee / account holder | $22 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |