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 | $157,747 | $176,812-10.8% | $146,665+7.6% | $167,490-5.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 24.12% | 24.03%+0.1pp | 22.74%+1.4pp | 478.56%-454.4pp |
| Employer contribution / active EE | $9,492 | $5,160+84.0% | $4,136+129.5% | $4,837+96.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $128 | $13,259-99.0% | $10,280-98.8% | $12,309-99.0% |