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 | $161,349 | $117,841+36.9% | $102,423+57.5% | $145,922+10.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.59% | 31.65%-20.1pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,316 | $3,615-35.9% | $3,023-23.4% | $4,660-50.3% |
| Participant deferral / active EE | $7,224 | $5,731+26.1% | $5,053+43.0% | $6,688+8.0% |
| Admin fee / account holder | $11 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |