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 | $185,863 | $228,332-18.6% | $185,8230% | $158,922+17.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 13.96% | 40.80%-26.8pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,059 | $4,967+1.9% | $4,087+23.8% | $4,761+6.3% |
| Participant deferral / active EE | $8,322 | $6,415+29.7% | $5,632+47.8% | $5,982+39.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |