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 | $170,239 | $144,119+18.1% | $117,854+44.4% | $147,584+15.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 25.21% | 531.15%-505.9pp | 335.08%-309.9pp | 578.55%-553.3pp |
| Employer contribution / active EE | $3,308 | $4,896-32.4% | $3,786-12.6% | $4,876-32.2% |
| Participant deferral / active EE | $8,660 | $5,316+62.9% | $4,482+93.2% | $5,439+59.2% |
| Admin fee / account holder | $7 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |