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 | $113,918 | $165,335-31.1% | $149,696-23.9% | $158,922-28.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.98% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,288 | $5,103-55.2% | $4,644-50.7% | $4,761-51.9% |
| Participant deferral / active EE | $6,148 | $7,181-14.4% | $6,842-10.1% | $5,982+2.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |