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 | $215,914 | $103,376+108.9% | $87,100+147.9% | $152,861+41.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 10.77% | 28.10%-17.3pp | 28.19%-17.4pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,836 | $3,220-43.0% | $2,521-27.2% | $4,762-61.4% |
| Participant deferral / active EE | $4,493 | $4,778-6.0% | $4,049+11.0% | $5,850-23.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |