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 | $171,466 | $214,378-20.0% | $200,582-14.5% | $142,382+20.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.36% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,119 | $6,841-39.8% | $6,419-35.8% | $4,299-4.2% |
| Participant deferral / active EE | $12,180 | $9,865+23.5% | $9,331+30.5% | $6,507+87.2% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |