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 | $126,527 | $81,460+55.3% | $103,333+22.4% | $80,856+56.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 12.39% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,147 | $3,105-30.9% | $3,868-44.5% | $2,755-22.1% |
| Participant deferral / active EE | $3,828 | $3,869-1.0% | $5,057-24.3% | $4,296-10.9% |
| Admin fee / account holder | $21 | $6,566-99.7% | $8,355-99.7% | $6,918-99.7% |