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 | $202,887 | $107,334+89.0% | $92,893+118.4% | $152,861+32.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.67% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $7,600 | $4,221+80.1% | $3,653+108.1% | $4,762+59.6% |
| Participant deferral / active EE | $2,400 | $4,845-50.5% | $4,236-43.3% | $5,850-59.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |