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 | $148,133 | $131,829+12.4% | $108,579+36.4% | $273,961-45.9% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 7.76% | -91.57%+99.3pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,716 | $4,912-24.4% | $3,758-1.1% | $4,869-23.7% |
| Participant deferral / active EE | $9,371 | $5,127+82.8% | $4,311+117.4% | $5,287+77.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |