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 | $153,305 | $86,929+76.4% | $102,423+49.7% | $80,856+89.6% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 18.21% | 18.88%-0.7pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $7,855 | $2,369+231.5% | $3,023+159.8% | $2,755+185.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |