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 | $149,744 | $117,983+26.9% | $101,794+47.1% | $142,382+5.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 22.77% | 36.92%-14.1pp | 30.53%-7.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,953 | $2,773-29.6% | $2,289-14.7% | $4,299-54.6% |
| Participant deferral / active EE | $6,248 | $4,714+32.5% | $4,084+53.0% | $6,507-4.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |