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 | $157,691 | $115,770+36.2% | $101,248+55.7% | $158,922-0.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 59.22% | 56.14%+3.1pp | 46.47%+12.7pp | 302.83%-243.6pp |
| Employer contribution / active EE | $2,767 | $4,175-33.7% | $3,660-24.4% | $4,761-41.9% |
| Participant deferral / active EE | $7,840 | $4,957+58.1% | $4,370+79.4% | $5,982+31.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |