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 | $205,384 | $109,359+87.8% | $162,163+26.7% | $72,985+181.4% |
| Participation rate | 94.1% | 84.3%+9.9pp | 87.6%+6.6pp | 69.5%+24.6pp |
| Annual return | 19.22% | 25.46%-6.2pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,498 | $3,907+15.1% | $5,614-19.9% | $2,440+84.3% |
| Participant deferral / active EE | $10,885 | $5,481+98.6% | $7,298+49.1% | $3,607+201.7% |
| Admin fee / account holder | $266 | $7,972-96.7% | $10,843-97.5% | $5,124-94.8% |