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 | $183,206 | $197,591-7.3% | $177,821+3.0% | $158,922+15.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 20.19% | 58.76%-38.6pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,768 | $6,697-58.7% | $5,918-53.2% | $4,761-41.9% |
| Participant deferral / active EE | $9,164 | $8,405+9.0% | $7,714+18.8% | $5,982+53.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |