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 | $203,395 | $103,376+96.8% | $87,100+133.5% | $152,861+33.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 26.57% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,600 | $3,220-50.3% | $2,521-36.6% | $4,762-66.4% |
| Participant deferral / active EE | $7,634 | $4,778+59.8% | $4,049+88.6% | $5,850+30.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |