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 8-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 | $118,212 | $142,405-17.0% | $115,157+2.7% | $152,861-22.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 26.26% | 41.48%-15.2pp | 35.60%-9.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $7,188 | $4,010+79.3% | $3,179+126.1% | $4,762+50.9% |
| Participant deferral / active EE | $11,400 | $5,164+120.8% | $4,168+173.5% | $5,850+94.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |