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 | $158,135 | $118,450+33.5% | $98,439+60.6% | $139,434+13.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.62% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,510 | $3,609-2.8% | $3,048+15.1% | $4,751-26.1% |
| Participant deferral / active EE | $11,827 | $5,392+119.3% | $4,738+149.6% | $6,710+76.3% |
| Admin fee / account holder | $5 | $14,026-100.0% | $8,948-99.9% | $11,403-100.0% |