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 | $206,804 | $124,319+66.3% | $111,297+85.8% | $167,490+23.5% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 34.33% | 37.44%-3.1pp | 54.65%-20.3pp | 478.56%-444.2pp |
| Employer contribution / active EE | $5,315 | $3,435+54.7% | $2,731+94.6% | $4,837+9.9% |
| Participant deferral / active EE | $6,687 | $5,180+29.1% | $4,487+49.0% | $6,341+5.4% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |