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 5-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 | $143,952 | $159,602-9.8% | $150,045-4.1% | $142,382+1.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.11% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,738 | $4,961-4.5% | $4,693+0.9% | $4,299+10.2% |
| Participant deferral / active EE | $15,431 | $8,310+85.7% | $7,997+93.0% | $6,507+137.1% |
| Admin fee / account holder | $284 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |