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 | $115,226 | $198,466-41.9% | $170,442-32.4% | $147,584-21.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.83% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,983 | $6,184-67.9% | $5,433-63.5% | $4,876-59.3% |
| Participant deferral / active EE | $6,859 | $5,629+21.8% | $4,939+38.9% | $5,439+26.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |