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 | $171,691 | $160,055+7.3% | $140,016+22.6% | $135,375+26.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.00% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,919 | $7,642-9.5% | $6,927-0.1% | $5,609+23.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |