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 | $141,902 | $153,772-7.7% | $133,980+5.9% | $273,961-48.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.64% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,588 | $6,029-23.9% | $5,211-12.0% | $4,869-5.8% |
| Participant deferral / active EE | $10,766 | $6,958+54.7% | $6,282+71.4% | $5,287+103.6% |
| Admin fee / account holder | $32 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |