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 8-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 | $155,558 | $118,849+30.9% | $96,562+61.1% | $167,490-7.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 20.28% | 50.49%-30.2pp | 37.78%-17.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,008 | $3,120-67.7% | $2,356-57.2% | $4,837-79.2% |
| Participant deferral / active EE | $4,378 | $4,616-5.2% | $3,849+13.7% | $6,341-31.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |