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 | $171,003 | $179,726-4.9% | $156,263+9.4% | $142,382+20.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.03% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,970 | $5,069-21.7% | $4,333-8.4% | $4,299-7.6% |
| Participant deferral / active EE | $7,699 | $6,956+10.7% | $6,158+25.0% | $6,507+18.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |