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 | $171,152 | $114,381+49.6% | $107,525+59.2% | $142,382+20.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.97% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,032 | $4,015-74.3% | $3,754-72.5% | $4,299-76.0% |
| Participant deferral / active EE | $5,611 | $5,564+0.8% | $5,116+9.7% | $6,507-13.8% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |