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 | $122,686 | $104,974+16.9% | $95,585+28.4% | $142,382-13.8% |
| Participation rate | 78.9% | 75.0%+4.0pp | 72.1%+6.9pp | 80.1%-1.2pp |
| Annual return | 19.93% | 210.33%-190.4pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,175 | $2,779-21.7% | $2,527-13.9% | $4,299-49.4% |
| Participant deferral / active EE | $5,081 | $4,352+16.7% | $4,023+26.3% | $6,507-21.9% |
| Admin fee / account holder | $220 | $6,386-96.6% | $6,127-96.4% | $12,624-98.3% |