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 | $169,545 | $142,405+19.1% | $115,157+47.2% | $152,861+10.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 16.09% | 41.48%-25.4pp | 35.60%-19.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $868 | $4,010-78.4% | $3,179-72.7% | $4,762-81.8% |
| Participant deferral / active EE | $6,888 | $5,164+33.4% | $4,168+65.2% | $5,850+17.7% |
| Admin fee / account holder | $27 | $8,462-99.7% | $7,088-99.6% | $11,596-99.8% |