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 | $156,236 | $106,515+46.7% | $96,683+61.6% | $139,434+12.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 22.15% | 38.43%-16.3pp | 35.69%-13.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,383 | $4,103+55.6% | $3,737+70.8% | $4,751+34.4% |
| Participant deferral / active EE | $6,677 | $5,454+22.4% | $4,878+36.9% | $6,710-0.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |