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 | $182,715 | $133,958+36.4% | $112,228+62.8% | $134,475+35.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -18.17% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,538 | $4,038-37.2% | $3,635-30.2% | $4,740-46.5% |
| Participant deferral / active EE | $6,709 | $5,291+26.8% | $4,728+41.9% | $6,400+4.8% |
| Admin fee / account holder | $116 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |