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 | $149,354 | $96,965+54.0% | $97,995+52.4% | $147,584+1.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 82.4%-4.6pp | 82.8%-5.1pp |
| Annual return | 18.64% | 24.11%-5.5pp | 23.94%-5.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $4,098 | $4,536-9.7% | $4,158-1.5% | $4,876-16.0% |
| Participant deferral / active EE | $3,263 | $5,081-35.8% | $5,097-36.0% | $5,439-40.0% |
| Admin fee / account holder | $6 | $8,120-99.9% | $5,943-99.9% | $10,885-99.9% |