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 | $123,513 | $72,492+70.4% | $87,100+41.8% | $72,985+69.2% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 18.24% | 24.46%-6.2pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,485 | $1,894-21.6% | $2,521-41.1% | $2,440-39.2% |
| Participant deferral / active EE | $7,115 | $3,270+117.6% | $4,049+75.7% | $3,607+97.2% |
| Admin fee / account holder | $285 | $5,055-94.4% | $7,497-96.2% | $5,124-94.4% |