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 | $249,798 | $152,587+63.7% | $125,175+99.6% | $152,861+63.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 20.67% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,894 | $4,946-61.7% | $3,865-51.0% | $4,762-60.2% |
| Participant deferral / active EE | $2,166 | $5,868-63.1% | $4,937-56.1% | $5,850-63.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |