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 | $166,377 | $183,519-9.3% | $155,509+7.0% | $145,922+14.0% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 16.83% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,697 | $5,313-68.1% | $4,672-63.7% | $4,660-63.6% |
| Participant deferral / active EE | $3,824 | $6,462-40.8% | $5,626-32.0% | $6,688-42.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |