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 | $143,789 | $165,335-13.0% | $149,696-3.9% | $158,922-9.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.91% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,817 | $5,103-44.8% | $4,644-39.4% | $4,761-40.8% |
| Participant deferral / active EE | $9,440 | $7,181+31.5% | $6,842+38.0% | $5,982+57.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |