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 | $153,219 | $135,635+13.0% | $110,238+39.0% | $135,375+13.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 1.21% | 513.19%-512.0pp | 314.74%-313.5pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,279 | $4,906-73.9% | $3,826-66.6% | $4,779-73.2% |
| Participant deferral / active EE | $2,966 | $5,506-46.1% | $4,672-36.5% | $5,609-47.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |