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 | $118,954 | $86,286+37.9% | $111,297+6.9% | $85,850+38.6% |
| Participation rate | 95.5% | 73.3%+22.2pp | 77.3%+18.2pp | 69.3%+26.2pp |
| Annual return | 17.57% | 19.99%-2.4pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,383 | $2,043+114.5% | $2,731+60.5% | $2,565+70.9% |
| Participant deferral / active EE | $3,918 | $3,641+7.6% | $4,487-12.7% | $3,952-0.8% |
| Admin fee / account holder | $30 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |