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 | $133,592 | $106,584+25.3% | $101,326+31.8% | $142,382-6.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 19.09% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,972 | $3,956+25.7% | $3,665+35.7% | $4,299+15.7% |
| Participant deferral / active EE | $11,617 | $8,297+40.0% | $7,994+45.3% | $6,507+78.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |