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 | $120,821 | $85,766+40.9% | $136,294-11.4% | $70,131+72.3% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 17.95% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,798 | $2,966-39.4% | $4,695-61.7% | $2,342-23.2% |
| Participant deferral / active EE | $3,914 | $5,051-22.5% | $6,247-37.4% | $3,332+17.5% |
| Admin fee / account holder | $148 | $5,420-97.3% | $9,243-98.4% | $4,645-96.8% |