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 | $132,482 | $112,881+17.4% | $90,951+45.7% | $158,922-16.6% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 14.88% | 215.79%-200.9pp | 134.60%-119.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,031 | $2,893-29.8% | $2,122-4.3% | $4,761-57.3% |
| Participant deferral / active EE | $3,846 | $4,128-6.8% | $3,373+14.0% | $5,982-35.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |