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 | $147,745 | $95,803+54.2% | $113,168+30.6% | $84,808+74.2% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,516 | $2,360-35.8% | $2,975-49.0% | $2,631-42.4% |
| Participant deferral / active EE | $5,780 | $4,242+36.3% | $5,107+13.2% | $4,212+37.2% |
| Admin fee / account holder | $2 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |