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 | $112,981 | $98,240+15.0% | $82,313+37.3% | $147,584-23.4% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 23.67% | 30.85%-7.2pp | 25.88%-2.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,045 | $3,192-35.9% | $2,428-15.8% | $4,876-58.1% |
| Participant deferral / active EE | $2,984 | $4,383-31.9% | $3,706-19.5% | $5,439-45.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |