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 | $197,392 | $100,852+95.7% | $90,404+118.3% | $158,922+24.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 5.81% | 1724.20%-1718.4pp | 1293.02%-1287.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,384 | $3,689-62.5% | $3,262-57.6% | $4,761-70.9% |
| Participant deferral / active EE | $10,940 | $4,348+151.6% | $3,963+176.0% | $5,982+82.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |