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 7-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 | $186,082 | $108,919+70.8% | $100,391+85.4% | $145,922+27.5% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.35% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,584 | $4,419+49.0% | $3,942+67.0% | $4,660+41.3% |
| Participant deferral / active EE | $10,387 | $8,445+23.0% | $8,082+28.5% | $6,688+55.3% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |