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 | $142,347 | $91,190+56.1% | $178,490-20.2% | $79,858+78.3% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 15.54% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,654 | $3,256-18.5% | $5,011-47.0% | $2,471+7.4% |
| Participant deferral / active EE | $5,023 | $3,236+55.2% | $5,202-3.4% | $3,740+34.3% |
| Admin fee / account holder | $281 | $6,751-95.8% | $13,984-98.0% | $5,306-94.7% |