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 | $166,863 | $179,726-7.2% | $156,263+6.8% | $142,382+17.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 20.10% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,423 | $5,069-52.2% | $4,333-44.1% | $4,299-43.6% |
| Participant deferral / active EE | $4,673 | $6,956-32.8% | $6,158-24.1% | $6,507-28.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |