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 | $133,923 | $110,257+21.5% | $96,544+38.7% | $139,434-4.0% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 18.04% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,169 | $3,620-67.7% | $2,965-60.6% | $4,751-75.4% |
| Participant deferral / active EE | $4,237 | $5,548-23.6% | $4,851-12.6% | $6,710-36.9% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |