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 | $155,172 | $117,983+31.5% | $101,794+52.4% | $142,382+9.0% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 16.52% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,074 | $2,773+10.9% | $2,289+34.3% | $4,299-28.5% |
| Participant deferral / active EE | $9,966 | $4,714+111.4% | $4,084+144.0% | $6,507+53.1% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |