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 | $179,145 | $214,378-16.4% | $200,582-10.7% | $142,382+25.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 21.27% | 46.41%-25.1pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,571 | $6,841-62.4% | $6,419-59.9% | $4,299-40.2% |
| Participant deferral / active EE | $3,141 | $9,865-68.2% | $9,331-66.3% | $6,507-51.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |