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 | $197,530 | $201,272-1.9% | $184,203+7.2% | $145,922+35.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.57% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,357 | $7,022-66.4% | $6,427-63.3% | $4,660-49.4% |
| Participant deferral / active EE | $10,254 | $9,806+4.6% | $9,131+12.3% | $6,688+53.3% |
| Admin fee / account holder | $140 | $16,364-99.1% | $13,901-99.0% | $13,397-99.0% |