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 | $176,570 | $210,408-16.1% | $153,485+15.0% | $145,922+21.0% |
| Participation rate | 78.3% | 82.1%-3.9pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 18.01% | 13.37%+4.6pp | 15.65%+2.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $6,836 | $6,048+13.0% | $5,039+35.7% | $4,660+46.7% |
| Participant deferral / active EE | $11,363 | $7,975+42.5% | $6,757+68.2% | $6,688+69.9% |
| Admin fee / account holder | $171 | $19,419-99.1% | $12,724-98.7% | $13,397-98.7% |