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 | $139,399 | $124,281+12.2% | $109,143+27.7% | $167,490-16.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.88% | 26.04%-4.2pp | 25.75%-3.9pp | 478.56%-456.7pp |
| Employer contribution / active EE | $2,136 | $4,207-49.2% | $3,722-42.6% | $4,837-55.8% |
| Participant deferral / active EE | $7,000 | $5,255+33.2% | $4,653+50.4% | $6,341+10.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |