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 | $144,378 | $95,266+51.6% | $82,389+75.2% | $142,382+1.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 16.39% | 25.74%-9.3pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,650 | $4,809-65.7% | $4,155-60.3% | $6,507-74.6% |
| Admin fee / account holder | $147 | $8,563-98.3% | $7,231-98.0% | $12,624-98.8% |