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 | $145,624 | $107,452+35.5% | $91,541+59.1% | $142,382+2.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 13.11% | 22.06%-8.9pp | 20.50%-7.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,774 | $2,994-40.8% | $2,505-29.2% | $4,299-58.7% |
| Participant deferral / active EE | $3,117 | $4,754-34.4% | $4,008-22.2% | $6,507-52.1% |
| Admin fee / account holder | $87 | $8,834-99.0% | $6,956-98.7% | $12,624-99.3% |