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 | $178,816 | $165,335+8.2% | $149,696+19.5% | $158,922+12.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.08% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $9,017 | $5,103+76.7% | $4,644+94.2% | $4,761+89.4% |
| Participant deferral / active EE | $2,571 | $7,181-64.2% | $6,842-62.4% | $5,982-57.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |