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 | $126,753 | $109,327+15.9% | $89,391+41.8% | $158,922-20.2% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 27.22% | 345.68%-318.5pp | 245.62%-218.4pp | 302.83%-275.6pp |
| Employer contribution / active EE | $7,847 | $3,170+147.6% | $2,586+203.5% | $4,761+64.8% |
| Participant deferral / active EE | $2,270 | $4,598-50.6% | $3,890-41.7% | $5,982-62.1% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |