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 | $68,463 | $175,202-60.9% | $149,673-54.3% | $139,434-50.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.92% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,181 | $5,474-60.2% | $4,818-54.7% | $4,751-54.1% |
| Participant deferral / active EE | $3,889 | $6,519-40.3% | $5,680-31.5% | $6,710-42.0% |
| Admin fee / account holder | $170 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |