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 | $137,125 | $126,574+8.3% | $106,213+29.1% | $145,922-6.0% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 19.83% | 224.79%-205.0pp | 116.14%-96.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,285 | $3,730-11.9% | $3,171+3.6% | $4,660-29.5% |
| Participant deferral / active EE | $8,691 | $5,724+51.8% | $5,016+73.3% | $6,688+29.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |