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 | $177,052 | $197,591-10.4% | $177,821-0.4% | $158,922+11.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 12.64% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $15,786 | $6,697+135.7% | $5,918+166.7% | $4,761+231.5% |
| Participant deferral / active EE | $9,736 | $8,405+15.8% | $7,714+26.2% | $5,982+62.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |