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 | $245,443 | $176,812+38.8% | $146,665+67.3% | $167,490+46.5% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 11.96% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,794 | $5,160-45.9% | $4,136-32.5% | $4,837-42.2% |
| Participant deferral / active EE | $10,109 | $6,440+57.0% | $5,506+83.6% | $6,341+59.4% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |