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 | $169,603 | $165,335+2.6% | $149,696+13.3% | $158,922+6.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.67% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $985 | $5,103-80.7% | $4,644-78.8% | $4,761-79.3% |
| Participant deferral / active EE | $5,963 | $7,181-17.0% | $6,842-12.8% | $5,982-0.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |