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 | $195,714 | $102,604+90.7% | $86,188+127.1% | $139,434+40.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 14.42% | 1922.51%-1908.1pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,014 | $3,032-33.6% | $2,380-15.4% | $4,751-57.6% |
| Participant deferral / active EE | $4,109 | $4,676-12.1% | $3,985+3.1% | $6,710-38.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |