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 | $225,282 | $185,200+21.6% | $142,863+57.7% | $167,490+34.5% |
| Participation rate | 70.6% | 78.4%-7.9pp | 71.9%-1.3pp | 82.1%-11.5pp |
| Annual return | 13.10% | 8555.70%-8542.6pp | 5637.54%-5624.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,761 | $5,604-50.7% | $4,144-33.4% | $4,837-42.9% |
| Participant deferral / active EE | $3,482 | $4,494-22.5% | $3,837-9.2% | $6,341-45.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |