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 | $119,883 | $74,888+60.1% | $71,209+68.4% | $142,382-15.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.64% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,996 | $2,854+75.0% | $2,721+83.6% | $4,299+16.2% |
| Participant deferral / active EE | $8,112 | $4,454+82.1% | $4,175+94.3% | $6,507+24.7% |
| Admin fee / account holder | $67 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |