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 | $167,487 | $133,958+25.0% | $112,228+49.2% | $134,475+24.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.51% | 47.11%-61.6pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,413 | $4,038-65.0% | $3,635-61.1% | $4,740-70.2% |
| Participant deferral / active EE | $3,108 | $5,291-41.3% | $4,728-34.3% | $6,400-51.4% |
| Admin fee / account holder | $286 | $7,489-96.2% | $6,410-95.5% | $11,426-97.5% |