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 | $50,482 | $159,602-68.4% | $150,045-66.4% | $142,382-64.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,046 | $4,961-18.4% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $8,768 | $8,310+5.5% | $7,997+9.6% | $6,507+34.7% |
| Admin fee / account holder | $203 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |