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 | $141,530 | $127,065+11.4% | $113,168+25.1% | $142,382-0.6% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 12.03% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,955 | $3,442-43.2% | $2,975-34.3% | $4,299-54.5% |
| Participant deferral / active EE | $5,170 | $5,716-9.6% | $5,107+1.2% | $6,507-20.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |