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 | $203,744 | $157,256+29.6% | $141,162+44.3% | $152,861+33.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.56% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,947 | $5,261-63.0% | $4,735-58.9% | $4,762-59.1% |
| Participant deferral / active EE | $7,780 | $7,109+9.4% | $6,709+16.0% | $5,850+33.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |