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 | $124,811 | $152,509-18.2% | $117,472+6.2% | $134,475-7.2% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | 10.44% | 52.99%-42.5pp | 29.74%-19.3pp | 417.96%-407.5pp |
| Employer contribution / active EE | $4,156 | $5,571-25.4% | $4,176-0.5% | $4,740-12.3% |
| Participant deferral / active EE | $11,540 | $4,818+139.5% | $4,070+183.5% | $6,400+80.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |