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 | $196,148 | $133,958+46.4% | $112,228+74.8% | $134,475+45.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.80% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,581 | $4,038-11.3% | $3,635-1.5% | $4,740-24.5% |
| Participant deferral / active EE | $15,924 | $5,291+201.0% | $4,728+236.8% | $6,400+148.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |