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 | $104,209 | $98,240+6.1% | $82,313+26.6% | $147,584-29.4% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 21.35% | 30.85%-9.5pp | 25.88%-4.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,386 | $3,192-56.6% | $2,428-42.9% | $4,876-71.6% |
| Participant deferral / active EE | $6,111 | $4,383+39.4% | $3,706+64.9% | $5,439+12.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |