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 | $123,429 | $111,754+10.4% | $103,333+19.4% | $145,922-15.4% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,863 | $4,212+15.5% | $3,868+25.7% | $4,660+4.4% |
| Participant deferral / active EE | $11,106 | $5,619+97.7% | $5,057+119.6% | $6,688+66.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |