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 | $101,446 | $86,286+17.6% | $111,297-8.9% | $85,850+18.2% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 14.43% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,316 | $2,043-35.6% | $2,731-51.8% | $2,565-48.7% |
| Participant deferral / active EE | $5,337 | $3,641+46.6% | $4,487+18.9% | $3,952+35.1% |
| Admin fee / account holder | $205 | $8,188-97.5% | $7,964-97.4% | $6,260-96.7% |