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 | $121,916 | $115,770+5.3% | $101,248+20.4% | $158,922-23.3% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 18.53% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,588 | $4,175+9.9% | $3,660+25.4% | $4,761-3.6% |
| Participant deferral / active EE | $3,756 | $4,957-24.2% | $4,370-14.1% | $5,982-37.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |