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 | $146,735 | $176,812-17.0% | $146,6650% | $167,490-12.4% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 12.78% | 24.03%-11.2pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,036 | $5,160-41.2% | $4,136-26.6% | $4,837-37.2% |
| Participant deferral / active EE | $4,851 | $6,440-24.7% | $5,506-11.9% | $6,341-23.5% |
| Admin fee / account holder | $298 | $13,259-97.8% | $10,280-97.1% | $12,309-97.6% |