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 | $137,819 | $171,164-19.5% | $127,761+7.9% | $152,861-9.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 16.43% | 23.54%-7.1pp | 26.14%-9.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,643 | $7,038+37.0% | $6,021+60.1% | $5,850+64.8% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |