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 | $190,428 | $210,648-9.6% | $177,989+7.0% | $145,922+30.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 12.31% | 385.86%-373.5pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,753 | $4,565-39.7% | $3,949-30.3% | $4,660-40.9% |
| Participant deferral / active EE | $9,345 | $6,958+34.3% | $6,276+48.9% | $6,688+39.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |