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 | $171,066 | $95,416+79.3% | $185,823-7.9% | $85,850+99.3% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 11.81% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,270 | $3,314-31.5% | $5,167-56.1% | $2,565-11.5% |
| Participant deferral / active EE | $4,792 | $3,423+40.0% | $5,568-13.9% | $3,952+21.3% |
| Admin fee / account holder | $231 | $7,213-96.8% | $16,237-98.6% | $6,260-96.3% |