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 | $186,381 | $153,772+21.2% | $133,980+39.1% | $273,961-32.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 15.60% | 36.51%-20.9pp | 29.30%-13.7pp | 41.45%-25.8pp |
| Employer contribution / active EE | $2,738 | $6,029-54.6% | $5,211-47.5% | $4,869-43.8% |
| Participant deferral / active EE | $5,909 | $6,958-15.1% | $6,282-5.9% | $5,287+11.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |