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 | $179,677 | $197,591-9.1% | $177,821+1.0% | $158,922+13.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 23.59% | 58.76%-35.2pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $3,748 | $6,697-44.0% | $5,918-36.7% | $4,761-21.3% |
| Participant deferral / active EE | $5,953 | $8,405-29.2% | $7,714-22.8% | $5,982-0.5% |
| Admin fee / account holder | $152 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |