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 | $147,861 | $114,381+29.3% | $107,525+37.5% | $142,382+3.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.94% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,716 | $4,015-7.4% | $3,754-1.0% | $4,299-13.6% |
| Participant deferral / active EE | $13,205 | $5,564+137.3% | $5,116+158.1% | $6,507+102.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |