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 | $245,783 | $150,440+63.4% | $136,294+80.3% | $147,584+66.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.20% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $25,839 | $5,256+391.6% | $4,695+450.3% | $4,876+429.9% |
| Participant deferral / active EE | $10,745 | $6,630+62.1% | $6,247+72.0% | $5,439+97.6% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |