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 | $114,486 | $165,335-30.8% | $149,696-23.5% | $158,922-28.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.22% | 348.15%-323.9pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,040 | $5,103-60.0% | $4,644-56.1% | $4,761-57.1% |
| Participant deferral / active EE | $9,373 | $7,181+30.5% | $6,842+37.0% | $5,982+56.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |