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 | $146,080 | $127,777+14.3% | $106,548+37.1% | $167,490-12.8% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 10.12% | 33.87%-23.8pp | 26.80%-16.7pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,508 | $3,427-56.0% | $2,819-46.5% | $4,837-68.8% |
| Participant deferral / active EE | $5,604 | $5,087+10.2% | $4,398+27.4% | $6,341-11.6% |
| Admin fee / account holder | $175 | $11,228-98.4% | $7,407-97.6% | $12,309-98.6% |