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 | $215,947 | $117,983+83.0% | $101,794+112.1% | $142,382+51.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 17.22% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $876 | $2,773-68.4% | $2,289-61.7% | $4,299-79.6% |
| Participant deferral / active EE | $1,718 | $4,714-63.5% | $4,084-57.9% | $6,507-73.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |