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 | $174,749 | $150,187+16.4% | $120,354+45.2% | $145,922+19.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 16.16% | 154.07%-137.9pp | 107.15%-91.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,003 | $4,348-53.9% | $3,463-42.2% | $4,660-57.0% |
| Participant deferral / active EE | $5,781 | $6,173-6.4% | $4,991+15.8% | $6,688-13.6% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |