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 | $168,615 | $149,734+12.6% | $118,925+41.8% | $158,922+6.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 17.89% | 19.95%-2.1pp | 35.88%-18.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $7,800 | $4,115+89.5% | $3,263+139.1% | $4,761+63.8% |
| Participant deferral / active EE | $15,600 | $5,223+198.7% | $4,265+265.8% | $5,982+160.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |