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 | $216,793 | $108,642+99.5% | $74,701+190.2% | $152,861+41.8% |
| Participation rate | 78.6% | 65.3%+13.2pp | 54.5%+24.1pp | 82.4%-3.9pp |
| Annual return | 4.01% | 114.06%-110.1pp | 752.92%-748.9pp | 345.32%-341.3pp |
| Employer contribution / active EE | $846 | $1,503-43.7% | $1,084-21.9% | $4,762-82.2% |
| Participant deferral / active EE | $3,297 | $2,712+21.6% | $1,964+67.9% | $5,850-43.6% |
| Admin fee / account holder | $8 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |