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 | $205,621 | $96,305+113.5% | $80,569+155.2% | $139,434+47.5% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 20.80% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,362 | $3,262+3.1% | $2,723+23.4% | $4,751-29.2% |
| Participant deferral / active EE | $11,754 | $5,232+124.7% | $4,447+164.3% | $6,710+75.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |