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 | $150,476 | $111,754+34.6% | $103,333+45.6% | $145,922+3.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 29.55% | 24.77%+4.8pp | 24.88%+4.7pp | 561.29%-531.7pp |
| Employer contribution / active EE | $1,688 | $4,212-59.9% | $3,868-56.4% | $4,660-63.8% |
| Participant deferral / active EE | $3,127 | $5,619-44.3% | $5,057-38.2% | $6,688-53.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |