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 | $115,255 | $78,705+46.4% | $117,854-2.2% | $70,131+64.3% |
| Participation rate | 73.0% | 73.2%-0.2pp | 79.7%-6.7pp | 69.5%+3.4pp |
| Annual return | 21.33% | 23.30%-2.0pp | 335.08%-313.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,026 | $2,223-8.9% | $3,786-46.5% | $2,342-13.5% |
| Participant deferral / active EE | $9,249 | $3,297+180.5% | $4,482+106.4% | $3,332+177.6% |
| Admin fee / account holder | $260 | $5,065-94.9% | $8,020-96.8% | $4,645-94.4% |