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 | $153,912 | $118,450+29.9% | $98,439+56.4% | $139,434+10.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 20.20% | 18.94%+1.3pp | 21.16%-1.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,811 | $3,609-22.1% | $3,048-7.8% | $4,751-40.8% |
| Participant deferral / active EE | $5,766 | $5,392+6.9% | $4,738+21.7% | $6,710-14.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |