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 | $173,322 | $109,982+57.6% | $97,226+78.3% | $145,922+18.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 31.49% | 242.90%-211.4pp | 75.13%-43.6pp | 561.29%-529.8pp |
| Employer contribution / active EE | $532 | $3,084-82.7% | $2,729-80.5% | $4,660-88.6% |
| Participant deferral / active EE | $2,191 | $4,676-53.1% | $4,264-48.6% | $6,688-67.2% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |