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 | $171,056 | $93,346+83.2% | $71,796+138.3% | $273,961-37.6% |
| Participation rate | 95.5% | 76.5%+18.9pp | 69.1%+26.3pp | 83.0%+12.4pp |
| Annual return | 10.76% | 130.39%-119.6pp | 78.04%-67.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,184 | $2,733-56.7% | $1,924-38.5% | $4,869-75.7% |
| Participant deferral / active EE | $3,517 | $3,475+1.2% | $2,794+25.9% | $5,287-33.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |