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 | $122,219 | $80,717+51.4% | $154,803-21.0% | $84,808+44.1% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 22.11% | 37.96%-15.8pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,811 | $2,761-34.4% | $4,305-57.9% | $2,631-31.2% |
| Participant deferral / active EE | $5,066 | $3,303+53.4% | $5,540-8.6% | $4,212+20.3% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |