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 | $179,229 | $110,261+62.5% | $95,745+87.2% | $139,434+28.5% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 15.14% | 27.11%-12.0pp | 28.35%-13.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,809 | $4,676+88.4% | $4,245+107.5% | $6,710+31.3% |
| Admin fee / account holder | $28 | $6,613-99.6% | $5,678-99.5% | $11,403-99.8% |