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 | $123,854 | $91,190+35.8% | $178,490-30.6% | $79,858+55.1% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 15.43% | 24.19%-8.8pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $986 | $3,256-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $5,088 | $3,236+57.2% | $5,202-2.2% | $3,740+36.0% |
| Admin fee / account holder | $137 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |