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 | $135,910 | $96,635+40.6% | $86,612+56.9% | $139,434-2.5% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 20.62% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,334 | $3,263-28.5% | $3,022-22.8% | $4,751-50.9% |
| Participant deferral / active EE | $11,019 | $4,836+127.9% | $4,438+148.3% | $6,710+64.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |