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 | $154,116 | $109,327+41.0% | $89,391+72.4% | $158,922-3.0% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 12.65% | 345.68%-333.0pp | 245.62%-233.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $984 | $3,170-69.0% | $2,586-61.9% | $4,761-79.3% |
| Participant deferral / active EE | $9,686 | $4,598+110.6% | $3,890+149.0% | $5,982+61.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |