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 | $152,987 | $136,307+12.2% | $106,619+43.5% | $273,961-44.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 11.05%-3.9pp | 9.42%-2.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,333 | $5,190-55.1% | $3,947-40.9% | $4,869-52.1% |
| Participant deferral / active EE | $9,988 | $4,969+101.0% | $3,930+154.1% | $5,287+88.9% |
| Admin fee / account holder | -$190 | $8,625-102.2% | $6,418-103.0% | $10,132-101.9% |