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 | $127,610 | $97,757+30.5% | $83,848+52.2% | $135,375-5.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 33.62% | 1287.37%-1253.8pp | 850.88%-817.3pp | 519.73%-486.1pp |
| Employer contribution / active EE | $3,862 | $4,222-8.5% | $3,631+6.4% | $4,779-19.2% |
| Participant deferral / active EE | $2,435 | $4,682-48.0% | $4,082-40.3% | $5,609-56.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |