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 | $158,299 | $144,119+9.8% | $117,854+34.3% | $147,584+7.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.52% | 531.15%-520.6pp | 335.08%-324.6pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,498 | $4,896-69.4% | $3,786-60.4% | $4,876-69.3% |
| Participant deferral / active EE | $5,369 | $5,316+1.0% | $4,482+19.8% | $5,439-1.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |