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 | $166,927 | $107,334+55.5% | $92,893+79.7% | $152,861+9.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 22.37% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,100 | $4,221-73.9% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $2,366 | $4,845-51.2% | $4,236-44.1% | $5,850-59.6% |
| Admin fee / account holder | $218 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |