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 | $128,955 | $111,754+15.4% | $103,333+24.8% | $145,922-11.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.90% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $7,050 | $4,212+67.4% | $3,868+82.3% | $4,660+51.3% |
| Participant deferral / active EE | $3,377 | $5,619-39.9% | $5,057-33.2% | $6,688-49.5% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |