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 | $115,145 | $102,616+12.2% | $81,983+40.5% | $158,922-27.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 18.70% | 61.04%-42.3pp | 41.31%-22.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,245 | $3,240-30.7% | $2,498-10.1% | $4,761-52.8% |
| Participant deferral / active EE | $8,508 | $4,648+83.0% | $3,722+128.6% | $5,982+42.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |