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 | $245,435 | $197,591+24.2% | $177,821+38.0% | $158,922+54.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 15.76% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,842 | $6,697-72.5% | $5,918-68.9% | $4,761-61.3% |
| Participant deferral / active EE | $11,621 | $8,405+38.3% | $7,714+50.6% | $5,982+94.3% |
| Admin fee / account holder | $49 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |