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 | $178,508 | $181,894-1.9% | $156,549+14.0% | $273,961-34.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.32% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,956 | $6,248-52.7% | $5,501-46.3% | $4,869-39.3% |
| Participant deferral / active EE | $8,728 | $5,550+57.3% | $4,871+79.2% | $5,287+65.1% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |