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 | $192,342 | $118,849+61.8% | $96,562+99.2% | $167,490+14.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.22% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,235 | $3,120-60.4% | $2,356-47.6% | $4,837-74.5% |
| Participant deferral / active EE | $1,300 | $4,616-71.8% | $3,849-66.2% | $6,341-79.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |