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 | $118,058 | $85,766+37.7% | $136,294-13.4% | $70,131+68.3% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 20.78% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $8,202 | $2,966+176.5% | $4,695+74.7% | $2,342+250.2% |
| Participant deferral / active EE | $11,320 | $5,051+124.1% | $6,247+81.2% | $3,332+239.8% |
| Admin fee / account holder | $186 | $5,420-96.6% | $9,243-98.0% | $4,645-96.0% |