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 | $173,768 | $127,065+36.8% | $113,168+53.5% | $142,382+22.0% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 15.63% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,836 | $3,442-17.6% | $2,975-4.7% | $4,299-34.0% |
| Participant deferral / active EE | $9,219 | $5,716+61.3% | $5,107+80.5% | $6,507+41.7% |
| Admin fee / account holder | $123 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |