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 | $128,541 | $118,680+8.3% | $98,907+30.0% | $158,922-19.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 24.11% | 372.35%-348.2pp | 196.43%-172.3pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,153 | $3,333-35.4% | $2,689-19.9% | $4,761-54.8% |
| Participant deferral / active EE | $8,297 | $5,088+63.1% | $4,244+95.5% | $5,982+38.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |