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 | $168,718 | $110,257+53.0% | $96,544+74.8% | $139,434+21.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.78% | 26.32%-10.5pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,501 | $3,620-58.5% | $2,965-49.4% | $4,751-68.4% |
| Participant deferral / active EE | $2,817 | $5,548-49.2% | $4,851-41.9% | $6,710-58.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |