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 | $155,523 | $132,239+17.6% | $105,722+47.1% | $273,961-43.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 7.05% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,018 | $4,867-38.0% | $4,079-26.0% | $4,869-38.0% |
| Participant deferral / active EE | $6,477 | $6,233+3.9% | $5,326+21.6% | $5,287+22.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |