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 | $134,351 | $78,103+72.0% | $289,028-53.5% | $116,875+15.0% |
| Participation rate | 73.0% | 69.5%+3.5pp | 78.0%-5.0pp | 74.5%-1.6pp |
| Annual return | 29.28% | 15.26%+14.0pp | 243.94%-214.7pp | 16.29%+13.0pp |
| Employer contribution / active EE | $2,829 | $2,718+4.1% | $6,326-55.3% | $3,288-13.9% |
| Participant deferral / active EE | $5,373 | $2,921+84.0% | $4,804+11.9% | $3,885+38.3% |
| Admin fee / account holder | $117 | $8,683-98.7% | $14,050-99.2% | $12,263-99.0% |