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 | $105,621 | $152,587-30.8% | $125,175-15.6% | $152,861-30.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 22.13% | 54.84%-32.7pp | 43.79%-21.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $992 | $4,946-80.0% | $3,865-74.3% | $4,762-79.2% |
| Participant deferral / active EE | $1,908 | $5,868-67.5% | $4,937-61.4% | $5,850-67.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |