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 | $166,556 | $117,841+41.3% | $102,423+62.6% | $145,922+14.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 16.71% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,012 | $3,615-44.3% | $3,023-33.5% | $4,660-56.8% |
| Participant deferral / active EE | $5,101 | $5,731-11.0% | $5,053+1.0% | $6,688-23.7% |
| Admin fee / account holder | $128 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |