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 | $227,343 | $150,187+51.4% | $120,354+88.9% | $145,922+55.8% |
| Participation rate | 70.8% | 78.8%-7.9pp | 71.9%-1.1pp | 80.3%-9.4pp |
| Annual return | 14.36% | 154.07%-139.7pp | 107.15%-92.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,403 | $4,348-44.7% | $3,463-30.6% | $4,660-48.4% |
| Participant deferral / active EE | $5,137 | $6,173-16.8% | $4,991+2.9% | $6,688-23.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |