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 | $179,461 | $107,334+67.2% | $92,893+93.2% | $152,861+17.4% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.4%-4.2pp |
| Annual return | 14.56% | 145.58%-131.0pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,293 | $4,221-45.7% | $3,653-37.2% | $4,762-51.9% |
| Participant deferral / active EE | $4,056 | $4,845-16.3% | $4,236-4.2% | $5,850-30.7% |
| Admin fee / account holder | $253 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |