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 | $140,739 | $117,983+19.3% | $101,794+38.3% | $142,382-1.2% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,011 | $2,773-27.5% | $2,289-12.1% | $4,299-53.2% |
| Participant deferral / active EE | $3,179 | $4,714-32.6% | $4,084-22.2% | $6,507-51.2% |
| Admin fee / account holder | $69 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |