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 | $177,574 | $106,584+66.6% | $101,326+75.3% | $142,382+24.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 13.21% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,233 | $3,956-43.6% | $3,665-39.1% | $4,299-48.1% |
| Participant deferral / active EE | $7,921 | $8,297-4.5% | $7,994-0.9% | $6,507+21.7% |
| Admin fee / account holder | $31 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |