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 | $157,604 | $99,985+57.6% | $146,665+7.5% | $85,850+83.6% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 24.11% | 18.93%+5.2pp | 22.74%+1.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $3,310 | $2,559+29.4% | $4,136-20.0% | $2,565+29.0% |
| Participant deferral / active EE | $3,568 | $4,006-10.9% | $5,506-35.2% | $3,952-9.7% |
| Admin fee / account holder | -$88 | $7,702-101.1% | $10,280-100.9% | $6,260-101.4% |