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 9-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 | $123,631 | $105,181+17.5% | $159,436-22.5% | $85,850+44.0% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 14.71% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $15,953 | $5,945+168.4% | $7,352+117.0% | $3,952+303.7% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |