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 | $133,471 | $183,519-27.3% | $155,509-14.2% | $145,922-8.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.66% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,760 | $5,313-48.1% | $4,672-40.9% | $4,660-40.8% |
| Participant deferral / active EE | $8,341 | $6,462+29.1% | $5,626+48.2% | $6,688+24.7% |
| Admin fee / account holder | $207 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |