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 | $152,431 | $109,359+39.4% | $162,163-6.0% | $72,985+108.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 30.16% | 25.46%+4.7pp | 115.59%-85.4pp | 81.00%-50.8pp |
| Employer contribution / active EE | $4,261 | $3,907+9.1% | $5,614-24.1% | $2,440+74.6% |
| Participant deferral / active EE | $9,474 | $5,481+72.8% | $7,298+29.8% | $3,607+162.6% |
| Admin fee / account holder | $237 | $7,972-97.0% | $10,843-97.8% | $5,124-95.4% |