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 | $175,758 | $99,341+76.9% | $84,750+107.4% | $273,961-35.8% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 8.41% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,779 | $4,214-57.8% | $3,574-50.2% | $4,869-63.5% |
| Participant deferral / active EE | $6,172 | $4,269+44.6% | $3,712+66.3% | $5,287+16.7% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |