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 | $187,656 | $111,754+67.9% | $103,333+81.6% | $145,922+28.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 20.26% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,495 | $4,212-17.0% | $3,868-9.6% | $4,660-25.0% |
| Participant deferral / active EE | $13,316 | $5,619+137.0% | $5,057+163.3% | $6,688+99.1% |
| Admin fee / account holder | $34 | $9,750-99.7% | $8,355-99.6% | $13,397-99.7% |