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 | $161,489 | $214,378-24.7% | $200,582-19.5% | $142,382+13.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 14.78% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,499 | $6,841-63.5% | $6,419-61.1% | $4,299-41.9% |
| Participant deferral / active EE | $6,604 | $9,865-33.1% | $9,331-29.2% | $6,507+1.5% |
| Admin fee / account holder | $3 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |