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 | $217,314 | $91,037+138.7% | $71,671+203.2% | $147,584+47.2% |
| Participation rate | 95.8% | 76.1%+19.7pp | 68.7%+27.1pp | 82.8%+13.0pp |
| Annual return | 15.33% | 20.48%-5.2pp | 20.65%-5.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,867 | $3,327-43.9% | $2,460-24.1% | $4,876-61.7% |
| Participant deferral / active EE | $5,851 | $4,498+30.1% | $3,438+70.2% | $5,439+7.6% |
| Admin fee / account holder | $1 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |