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 | $162,614 | $115,770+40.5% | $101,248+60.6% | $158,922+2.3% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 8.56% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,381 | $4,175-66.9% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $2,352 | $4,957-52.6% | $4,370-46.2% | $5,982-60.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |