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 | $140,646 | $112,881+24.6% | $90,951+54.6% | $158,922-11.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 24.09% | 215.79%-191.7pp | 134.60%-110.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,307 | $2,893-20.3% | $2,122+8.7% | $4,761-51.6% |
| Participant deferral / active EE | $4,663 | $4,128+13.0% | $3,373+38.2% | $5,982-22.1% |
| Admin fee / account holder | $91 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |