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 | $192,336 | $154,117+24.8% | $129,995+48.0% | $139,434+37.9% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.60% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,430 | $5,289-73.0% | $4,320-66.9% | $4,751-69.9% |
| Participant deferral / active EE | $7,448 | $6,710+11.0% | $5,820+28.0% | $6,710+11.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |