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 | $137,121 | $111,301+23.2% | $112,977+21.4% | $158,922-13.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.6%-2.6pp | 82.0%-2.0pp |
| Annual return | 18.58% | 26.40%-7.8pp | 24.24%-5.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,919 | $4,471-57.1% | $4,255-54.9% | $4,761-59.7% |
| Participant deferral / active EE | $4,318 | $5,880-26.6% | $5,836-26.0% | $5,982-27.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |