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 | $159,045 | $127,065+25.2% | $113,168+40.5% | $142,382+11.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 10.50% | 24.03%-13.5pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,791 | $3,442-48.0% | $2,975-39.8% | $4,299-58.3% |
| Participant deferral / active EE | $6,246 | $5,716+9.3% | $5,107+22.3% | $6,507-4.0% |
| Admin fee / account holder | $74 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |