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 | $204,871 | $154,117+32.9% | $129,995+57.6% | $139,434+46.9% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.19% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $8,743 | $5,289+65.3% | $4,320+102.4% | $4,751+84.0% |
| Participant deferral / active EE | $9,553 | $6,710+42.4% | $5,820+64.1% | $6,710+42.4% |
| Admin fee / account holder | $276 | $14,007-98.0% | $10,614-97.4% | $11,403-97.6% |