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 | $230,595 | $159,901+44.2% | $146,958+56.9% | $145,922+58.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.46% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,579 | $5,286+81.2% | $4,933+94.2% | $4,660+105.6% |
| Participant deferral / active EE | $8,314 | $8,428-1.4% | $8,070+3.0% | $6,688+24.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |