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 | $164,313 | $96,635+70.0% | $86,612+89.7% | $139,434+17.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 25.47% | 106.41%-80.9pp | 591.07%-565.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,441 | $3,263-25.2% | $3,022-19.3% | $4,751-48.6% |
| Participant deferral / active EE | $3,831 | $4,836-20.8% | $4,438-13.7% | $6,710-42.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |