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 | $186,680 | $157,256+18.7% | $141,162+32.2% | $152,861+22.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 32.34% | 64.32%-32.0pp | 71.39%-39.0pp | 345.32%-313.0pp |
| Employer contribution / active EE | $3,844 | $5,261-26.9% | $4,735-18.8% | $4,762-19.3% |
| Participant deferral / active EE | $8,693 | $7,109+22.3% | $6,709+29.6% | $5,850+48.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |