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 | $153,348 | $114,381+34.1% | $107,525+42.6% | $142,382+7.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 21.63% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,643 | $4,015-9.3% | $3,754-2.9% | $4,299-15.3% |
| Participant deferral / active EE | $8,621 | $5,564+54.9% | $5,116+68.5% | $6,507+32.5% |
| Admin fee / account holder | $86 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |