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 5-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 | $238,750 | $100,773+136.9% | $88,946+168.4% | $142,382+67.7% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 17.59% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $17,163 | $2,918+488.2% | $2,555+571.7% | $4,299+299.2% |
| Participant deferral / active EE | $17,091 | $5,230+226.8% | $4,581+273.1% | $6,507+162.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |