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 5-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 | $139,582 | $127,065+9.9% | $113,168+23.3% | $142,382-2.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.73% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,616 | $3,442-53.1% | $2,975-45.7% | $4,299-62.4% |
| Participant deferral / active EE | $25,111 | $5,716+339.3% | $5,107+391.7% | $6,507+285.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |