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 | $165,172 | $91,190+81.1% | $178,490-7.5% | $79,858+106.8% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 18.76% | 24.19%-5.4pp | 151.07%-132.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $12,747 | $3,256+291.5% | $5,011+154.4% | $2,471+415.9% |
| Participant deferral / active EE | $9,980 | $3,236+208.4% | $5,202+91.9% | $3,740+166.9% |
| Admin fee / account holder | $147 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |