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 | $239,948 | $183,963+30.4% | $162,163+48.0% | $152,861+57.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 58.97% | 150.76%-91.8pp | 115.59%-56.6pp | 345.32%-286.4pp |
| Employer contribution / active EE | $3,571 | $6,371-43.9% | $5,614-36.4% | $4,762-25.0% |
| Participant deferral / active EE | $9,335 | $8,034+16.2% | $7,298+27.9% | $5,850+59.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |