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 | $77,321 | $74,888+3.2% | $71,209+8.6% | $142,382-45.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 21.14% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,351 | $2,854-17.6% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $8,597 | $4,454+93.0% | $4,175+105.9% | $6,507+32.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |