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 | $192,335 | $201,272-4.4% | $184,203+4.4% | $145,922+31.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 25.39% | 29.00%-3.6pp | 28.81%-3.4pp | 561.29%-535.9pp |
| Employer contribution / active EE | $2,707 | $7,022-61.5% | $6,427-57.9% | $4,660-41.9% |
| Participant deferral / active EE | $18,524 | $9,806+88.9% | $9,131+102.9% | $6,688+177.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |