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 | $195,179 | $118,450+64.8% | $98,439+98.3% | $139,434+40.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 17.59% | 18.94%-1.4pp | 21.16%-3.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,444 | $3,609+23.1% | $3,048+45.8% | $4,751-6.5% |
| Participant deferral / active EE | $8,932 | $5,392+65.7% | $4,738+88.5% | $6,710+33.1% |
| Admin fee / account holder | $39 | $14,026-99.7% | $8,948-99.6% | $11,403-99.7% |