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 | $248,437 | $228,332+8.8% | $185,823+33.7% | $158,922+56.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 16.77% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,882 | $4,967-42.0% | $4,087-29.5% | $4,761-39.5% |
| Participant deferral / active EE | $7,530 | $6,415+17.4% | $5,632+33.7% | $5,982+25.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |