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 | $123,051 | $106,515+15.5% | $96,683+27.3% | $139,434-11.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.96% | 38.43%-21.5pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,115 | $4,103-48.5% | $3,737-43.4% | $4,751-55.5% |
| Participant deferral / active EE | $10,493 | $5,454+92.4% | $4,878+115.1% | $6,710+56.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |