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 | $122,986 | $103,376+19.0% | $87,100+41.2% | $152,861-19.5% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 23.83% | 28.10%-4.3pp | 28.19%-4.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,657 | $3,220-48.6% | $2,521-34.3% | $4,762-65.2% |
| Participant deferral / active EE | $4,654 | $4,778-2.6% | $4,049+15.0% | $5,850-20.4% |
| Admin fee / account holder | $33 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |