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 | $139,713 | $101,069+38.2% | $81,478+71.5% | $147,584-5.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 17.04% | 32.40%-15.4pp | 38.78%-21.7pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,890 | $3,205-41.0% | $2,568-26.4% | $4,876-61.2% |
| Participant deferral / active EE | $10,434 | $4,242+146.0% | $3,537+195.0% | $5,439+91.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |