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 8-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 | $118,724 | $109,982+7.9% | $97,226+22.1% | $145,922-18.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.98% | 242.90%-229.9pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,637 | $3,084-14.5% | $2,729-3.4% | $4,660-43.4% |
| Participant deferral / active EE | $8,542 | $4,676+82.7% | $4,264+100.3% | $6,688+27.7% |
| Admin fee / account holder | $84 | $6,221-98.7% | $5,654-98.5% | $13,397-99.4% |