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 | $169,301 | $165,912+2.0% | $122,332+38.4% | $147,584+14.7% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 19.76% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,493 | $5,754-4.5% | $4,050+35.6% | $4,876+12.6% |
| Participant deferral / active EE | $5,398 | $4,005+34.8% | $3,287+64.2% | $5,439-0.7% |
| Admin fee / account holder | $281 | $7,424-96.2% | $5,478-94.9% | $10,885-97.4% |