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 | $146,027 | $114,381+27.7% | $107,525+35.8% | $142,382+2.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 14.21% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,968 | $4,015-51.0% | $3,754-47.6% | $4,299-54.2% |
| Participant deferral / active EE | $3,937 | $5,564-29.2% | $5,116-23.0% | $6,507-39.5% |
| Admin fee / account holder | $178 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |