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 | $162,528 | $87,540+85.7% | $75,781+114.5% | $125,391+29.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.65% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,980 | $3,930-24.2% | $3,323-10.3% | $4,866-38.8% |
| Participant deferral / active EE | $6,148 | $4,229+45.4% | $3,651+68.4% | $5,352+14.9% |
| Admin fee / account holder | $68 | $6,502-99.0% | $5,299-98.7% | $9,540-99.3% |