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 | $144,136 | $106,515+35.3% | $96,683+49.1% | $139,434+3.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 22.99% | 38.43%-15.4pp | 35.69%-12.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,825 | $4,103-55.5% | $3,737-51.2% | $4,751-61.6% |
| Participant deferral / active EE | $4,830 | $5,454-11.4% | $4,878-1.0% | $6,710-28.0% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |