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 | $174,562 | $69,207+152.2% | $64,056+172.5% | $139,434+25.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.74% | 45.88%-31.1pp | 33.69%-18.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,476 | $4,682-47.1% | $3,880-36.2% | $6,710-63.1% |
| Admin fee / account holder | $143 | $4,244-96.6% | $3,068-95.4% | $11,403-98.7% |