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 | $187,156 | $118,450+58.0% | $98,439+90.1% | $139,434+34.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 17.27% | 18.94%-1.7pp | 21.16%-3.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,537 | $3,609-29.7% | $3,048-16.8% | $4,751-46.6% |
| Participant deferral / active EE | $7,000 | $5,392+29.8% | $4,738+47.7% | $6,710+4.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |