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 | $196,994 | $198,466-0.7% | $170,442+15.6% | $147,584+33.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.29% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,292 | $6,184-62.9% | $5,433-57.8% | $4,876-53.0% |
| Participant deferral / active EE | $7,765 | $5,629+37.9% | $4,939+57.2% | $5,439+42.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |