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 | $125,695 | $117,841+6.7% | $102,423+22.7% | $145,922-13.9% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 18.71% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,321 | $3,615-63.5% | $3,023-56.3% | $4,660-71.7% |
| Participant deferral / active EE | $9,330 | $5,731+62.8% | $5,053+84.6% | $6,688+39.5% |
| Admin fee / account holder | $6 | $13,326-100.0% | $9,451-99.9% | $13,397-100.0% |