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 | $177,282 | $197,591-10.3% | $177,821-0.3% | $158,922+11.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.64% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,714 | $6,697-14.7% | $5,918-3.4% | $4,761+20.0% |
| Participant deferral / active EE | $6,648 | $8,405-20.9% | $7,714-13.8% | $5,982+11.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |