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 | $187,827 | $99,985+87.9% | $146,665+28.1% | $85,850+118.8% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 12.94% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,680 | $2,559+43.8% | $4,136-11.0% | $2,565+43.5% |
| Participant deferral / active EE | $6,046 | $4,006+50.9% | $5,506+9.8% | $3,952+53.0% |
| Admin fee / account holder | $225 | $7,702-97.1% | $10,280-97.8% | $6,260-96.4% |