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 | $154,993 | $165,335-6.3% | $149,696+3.5% | $158,922-2.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 62.72% | 348.15%-285.4pp | 276.60%-213.9pp | 302.83%-240.1pp |
| Employer contribution / active EE | $2,845 | $5,103-44.3% | $4,644-38.7% | $4,761-40.3% |
| Participant deferral / active EE | $5,942 | $7,181-17.3% | $6,842-13.2% | $5,982-0.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |