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 7-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 | $159,219 | $114,381+39.2% | $107,525+48.1% | $142,382+11.8% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 19.36% | 242.71%-223.3pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,151 | $4,015+53.2% | $3,754+63.9% | $4,299+43.1% |
| Participant deferral / active EE | $7,163 | $5,564+28.7% | $5,116+40.0% | $6,507+10.1% |
| Admin fee / account holder | $9 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |