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 | $192,445 | $72,492+165.5% | $87,100+120.9% | $72,985+163.7% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.5pp |
| Annual return | 20.12% | 24.46%-4.3pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,521 | $1,894-19.7% | $2,521-39.7% | $2,440-37.7% |
| Participant deferral / active EE | $7,184 | $3,270+119.7% | $4,049+77.5% | $3,607+99.2% |
| Admin fee / account holder | $149 | $5,055-97.0% | $7,497-98.0% | $5,124-97.1% |