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 | $117,246 | $111,754+4.9% | $103,333+13.5% | $145,922-19.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 20.34% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,288 | $4,212-45.7% | $3,868-40.8% | $4,660-50.9% |
| Participant deferral / active EE | $8,150 | $5,619+45.0% | $5,057+61.1% | $6,688+21.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |