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 | $187,646 | $127,065+47.7% | $113,168+65.8% | $142,382+31.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.63% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,802 | $3,442-18.6% | $2,975-5.8% | $4,299-34.8% |
| Participant deferral / active EE | $7,681 | $5,716+34.4% | $5,107+50.4% | $6,507+18.0% |
| Admin fee / account holder | $47 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |