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 | $184,182 | $93,571+96.8% | $135,903+35.5% | $75,163+145.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 22.82% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $980 | $3,537-72.3% | $4,856-79.8% | $2,670-63.3% |
| Participant deferral / active EE | $4,928 | $6,404-23.1% | $7,758-36.5% | $4,125+19.5% |
| Admin fee / account holder | $225 | $6,975-96.8% | $10,762-97.9% | $5,651-96.0% |