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 | $214,779 | $118,849+80.7% | $96,562+122.4% | $167,490+28.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 8.73% | 50.49%-41.8pp | 37.78%-29.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,974 | $3,120-36.7% | $2,356-16.2% | $4,837-59.2% |
| Participant deferral / active EE | $5,308 | $4,616+15.0% | $3,849+37.9% | $6,341-16.3% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |