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 | $144,430 | $76,552+88.7% | $123,892+16.6% | $62,891+129.7% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $10,125 | $2,883+251.3% | $4,617+119.3% | $2,281+343.9% |
| Participant deferral / active EE | $8,701 | $4,840+79.8% | $5,984+45.4% | $3,203+171.7% |
| Admin fee / account holder | $197 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |