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 | $179,105 | $152,587+17.4% | $125,175+43.1% | $152,861+17.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 27.49% | 54.84%-27.4pp | 43.79%-16.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $8,670 | $4,946+75.3% | $3,865+124.3% | $4,762+82.1% |
| Participant deferral / active EE | $4,940 | $5,868-15.8% | $4,937+0.1% | $5,850-15.6% |
| Admin fee / account holder | $35 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |