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 | $148,802 | $114,381+30.1% | $107,525+38.4% | $142,382+4.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.11% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,784 | $4,015-55.6% | $3,754-52.5% | $4,299-58.5% |
| Participant deferral / active EE | $3,322 | $5,564-40.3% | $5,116-35.1% | $6,507-49.0% |
| Admin fee / account holder | $41 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |