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 | $139,183 | $81,248+71.3% | $155,509-10.5% | $80,856+72.1% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 13.08% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,599 | $3,100+80.6% | $4,672+19.8% | $2,755+103.3% |
| Participant deferral / active EE | $3,299 | $3,452-4.4% | $5,626-41.4% | $4,296-23.2% |
| Admin fee / account holder | $175 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |