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 | $223,922 | $167,484+33.7% | $151,611+47.7% | $134,475+66.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.70% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,662 | $6,829+41.5% | $6,166+56.7% | $4,740+103.9% |
| Participant deferral / active EE | $10,973 | $8,986+22.1% | $8,363+31.2% | $6,400+71.5% |
| Admin fee / account holder | $99 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |