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 | $141,790 | $57,354+147.2% | $83,848+69.1% | $64,186+120.9% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -4.77% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,320 | $2,545+30.5% | $3,631-8.5% | $2,381+39.5% |
| Participant deferral / active EE | $4,397 | $2,993+46.9% | $4,082+7.7% | $3,470+26.7% |
| Admin fee / account holder | $154 | $4,046-96.2% | $5,478-97.2% | $4,888-96.9% |