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 | $160,384 | $214,378-25.2% | $200,582-20.0% | $142,382+12.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 47.69% | 46.41%+1.3pp | 42.33%+5.4pp | 217.08%-169.4pp |
| Employer contribution / active EE | $5,532 | $6,841-19.1% | $6,419-13.8% | $4,299+28.7% |
| Participant deferral / active EE | $9,702 | $9,865-1.7% | $9,331+4.0% | $6,507+49.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |