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 | $119,727 | $106,584+12.3% | $101,326+18.2% | $142,382-15.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 14.99% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,159 | $3,956+30.4% | $3,665+40.8% | $4,299+20.0% |
| Participant deferral / active EE | $9,855 | $8,297+18.8% | $7,994+23.3% | $6,507+51.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |