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 | $216,580 | $217,402-0.4% | $185,823+16.6% | $167,490+29.3% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.70% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,388 | $5,873-59.3% | $5,167-53.8% | $4,837-50.6% |
| Participant deferral / active EE | $6,795 | $6,356+6.9% | $5,568+22.0% | $6,341+7.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |