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 | $188,340 | $197,591-4.7% | $177,821+5.9% | $158,922+18.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 20.35% | 58.76%-38.4pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,972 | $6,697-70.6% | $5,918-66.7% | $4,761-58.6% |
| Participant deferral / active EE | $6,353 | $8,405-24.4% | $7,714-17.6% | $5,982+6.2% |
| Admin fee / account holder | $28 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |