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 | $131,698 | $148,534-11.3% | $135,903-3.1% | $139,434-5.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.62% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $6,465 | $5,243+23.3% | $4,856+33.1% | $4,751+36.1% |
| Participant deferral / active EE | $6,000 | $8,100-25.9% | $7,758-22.7% | $6,710-10.6% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |