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 | $158,343 | $103,376+53.2% | $87,100+81.8% | $152,861+3.6% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 24.44% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,228 | $3,220-30.8% | $2,521-11.6% | $4,762-53.2% |
| Participant deferral / active EE | $4,718 | $4,778-1.2% | $4,049+16.5% | $5,850-19.3% |
| Admin fee / account holder | $278 | $12,205-97.7% | $7,497-96.3% | $11,596-97.6% |