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 | $172,275 | $86,286+99.7% | $111,297+54.8% | $85,850+100.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 16.89% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,200 | $2,043-41.3% | $2,731-56.1% | $2,565-53.2% |
| Participant deferral / active EE | $2,853 | $3,641-21.6% | $4,487-36.4% | $3,952-27.8% |
| Admin fee / account holder | $62 | $8,188-99.2% | $7,964-99.2% | $6,260-99.0% |