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 | $162,876 | $148,978+9.3% | $200,582-18.8% | $84,808+92.1% |
| Participation rate | 75.9% | 84.2%-8.4pp | 86.9%-11.0pp | 68.3%+7.6pp |
| Annual return | 14.79% | 28.16%-13.4pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,719 | $7,142+50.1% | $9,331+14.9% | $4,212+154.5% |
| Admin fee / account holder | $105 | $13,977-99.2% | $16,305-99.4% | $7,344-98.6% |